17 minutes | Aug 20th 2020

Ep 23: Awkward Conversations in Financial Planning

Play
Like
Play Next
Mark Played
In order to build a complete financial plan that meets aligns with your goals, it takes many honest conversations with your advisor. Some of those, by nature, are going to be a little uncomfortable. Let’s look at some of the more awkward discussions we have with clients during the planning process.   Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-23-awkward-conversations-in-financial-planning/1322/    On today's show:  2:10 – Our topic this week is awkward conversations. 2:54 – Dealing with a divorce. 4:50 – Determining who should be included as beneficiaries. 6:41 – Sorting out an estate. 9:43 – Changing financial advisors 14:00 – Getting emotional due to financial stress.
Play
Like
Play Next
Mark Played