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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Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.