Part of having work that works for you is also making sure the money you make helps you take care of the people you love, in a way that works for you and your family.
After hearing stories and struggles from my clients and friends, I decided to interview my own financial planner about how to have family meetings about finances. Jeff Daniher of Ritter Daniher Financial Advisory and I talk candidly about how to have family meetings about finances–and what happens if you don’t.
Whether you’re an adult needing to talk to your aging parents, or a parent wanting to make sure your children (grown or not) have a sense of your financial future, you’ll find ideas here you can use. We dive into outdated assumptions as well as what gets in the way, and we share strategies on how to get started so you can gain the peace of mind you need with the ones you love.