Talking about finances with your family can be a difficult discussion, but it doesn’t have to be. In this episode, Nicole speaks with her colleague, Mary Beth McLean, MBA, CFP, about family wealth planning and having financial discussions with the next generation. Mary Beth shares a few ways to begin the conversation, that it’s ongoing … <a class="btn btn-default" href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2023/01/25/the-lasting-legacy-of-money-values-with-mary-beth-mclean-ep-12/"> Read More Read More</a>

Talking about finances with your family can be a difficult discussion, but it doesn’t have to be. In this episode, Nicole speaks with her colleague, Mary Beth McLean, MBA, CFP, about family wealth planning and having financial discussions with the next generation. Mary Beth shares a few ways to begin the conversation, that it’s ongoing … Read More Read More

Talking about finances with your family can be a difficult discussion, but it doesn’t have to be. In this episode, Nicole speaks with her colleague, Mary Beth McLean, MBA, CFP, about family wealth planning and having financial discussions with the next generation. Mary Beth shares a few ways to begin the conversation, that it’s ongoing … <a href="https://dollars-and-sense-creating-fullfilled-life.blubrry.net/2023/01/25/the-lasting-legacy-of-money-values-with-mary-beth-mclean-ep-12/" rel="noopener noreferrer"> Read More Read More</a>

The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12)

Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals.  Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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Welcome to Dollars and Sense: Creating Your Fulfilled Life with Nicole Romito a Partner at Private Vista. In this podcast, we combine our years of personal and professional experiences with those of our guests to help you create the life you imagine. We believe your Private Vista encompasses your financial and personal goals. Join us on this journey as we enlighten and empower you to align your wealth with your life’s passions and goals

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The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12)

The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12)