How to Have the Money Talk with Your Family: Financial Planner's Step-by-Step Guide скачать в хорошем качестве

How to Have the Money Talk with Your Family: Financial Planner's Step-by-Step Guide

Learn the exact process financial expert Tempest Williams uses to facilitate difficult family money conversations. Discover how to align expectations, clarify roles, and prepare for unexpected caregiving expenses BEFORE crisis hits. Full interview:    • How to Secure Your Property Before It's To...   Timestamps: 00:00 Setting the Stage: Aligning Expectations, Roles & Responsibility 00:12 Using Financial Planning as the Framework for Tough Family Talks 00:21 Going Beyond the Numbers: Emotions, Motivations & Handholding 00:50 Thought-Provoking Questions to Uncover Family Planning Gaps 01:02 Real-Life Caregiving Costs: When Parents Create Unexpected Expenses 01:21 Key Prompts to Ask: Parents’ Plans, Living Arrangements & Healthcare 01:41 Bringing Others Into the Conversation: Parents, Kids, Partners & Siblings 02:17 Closing: Making Sure Everyone Understands What Happens Next Stop avoiding the conversation. Start protecting your family's future. 🔔 SUBSCRIBE for actionable financial planning advice 👍 LIKE if you're ready to have these conversations 💬 COMMENT: What's stopping you from talking money with family? ⭐ Work with Tempest Williams: Email: info@thetempestfinancialgroup.com #FamilyFinance #MoneyConversations #FinancialPlanning #ElderCare #CaregivingCosts #FamilyMeeting #FinancialAdvisor #RetirementPlanning #ParentCare #WealthPlanning