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Mom, Are We Rich? Breaking the Shame Around Family Money Conversations w/Suzy Reidman
REGISTER FOR THE "RAISING RICH KIDS" WORKSHOP: https://zoom.us/webinar/register/WN_1XENvnD7QGKNUqMHTLS8gA#/registration
FULL EPISODE AND SHOW NOTES: https://www.sunnybranchwealth.com/blog/talk-about-money-with-kids
Do you worry your kids will grow up to be entitled and clueless instead of kind, humble humans?
This is the episode for you.
Wealthy families are SO bad at talking about money.
Your advisors tell you that you need to “protect” your money and your heirs, right?
But that protection backfires when you create a vault of secrecy that your kids can’t crack.
In this episode, I’m joined by Suzy Reidman, fellow inheritor and founder of Family Wealth Dynamics, for a behind-the-scenes look at what it means to grow up rich.
We cover our personal experiences, how we talk about money with our kids, and promo our upcoming workshop on raising money-smart kids in wealthy families.
Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
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By Katherine Fox, CFP®, CAP®REGISTER FOR THE "RAISING RICH KIDS" WORKSHOP: https://zoom.us/webinar/register/WN_1XENvnD7QGKNUqMHTLS8gA#/registration
FULL EPISODE AND SHOW NOTES: https://www.sunnybranchwealth.com/blog/talk-about-money-with-kids
Do you worry your kids will grow up to be entitled and clueless instead of kind, humble humans?
This is the episode for you.
Wealthy families are SO bad at talking about money.
Your advisors tell you that you need to “protect” your money and your heirs, right?
But that protection backfires when you create a vault of secrecy that your kids can’t crack.
In this episode, I’m joined by Suzy Reidman, fellow inheritor and founder of Family Wealth Dynamics, for a behind-the-scenes look at what it means to grow up rich.
We cover our personal experiences, how we talk about money with our kids, and promo our upcoming workshop on raising money-smart kids in wealthy families.
Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.