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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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Sunday Dec 31, 2023
Sunday Dec 31, 2023
Today, Evan and Paul talk about why your 50s are a great time to start sharing the financial lessons you’ve learned about money with your kids. By the time you reach your 50s, you’ve had enough success and failures to be able to share some lessons with your kids as they start making their own financial plans and decisions. Listen along as these two advisors encourage people to be open and honest with their families about money and financial planning.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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