Podcast Episode 4: Holidays and Awkward Finance Questions
by Financial Design Studio, Inc. / November 14, 2022
This holiday season, what will you do if a family member brings up awkward finance questions? Money is definitely an important, yet touchy subject. And makes for a controversial table topic! Learn how we as advisors deal with everything from awkward questions to creating family estate plans! Michelle, Rob, Steve, and Trevore are in this episode, alongside Jake Turner for the first time!
Ep 4 : Holidays and Awkward Finance Topics
Listen here or where ever you stream your podcasts!
Key Moments
0:36 – Family Holidays and Finances
1:54 – Meet Jake!
4:00 – How do financial advisors respond to awkward finance questions?
12:28 – How does the relationship impact responses?
13:50 – Do you have examples of these conversations going well?
17:29 – What if YOU want to ask the awkward finance question?
21:00 – What needs to be discussed with family?
27:50 – Closing advice
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