Family members are notorious for getting into each other’s business – marriages, jobs, child rearing, romantic relationships – it seems like nothing is off the table! That’s not entirely true, according to our guest. She says that families are very reluctant to discuss money matters with aging parents, spouses or children. She tells us why it’s so important to have the “money talk” with your significant others and even your boss in order to make sure that there are no conflicts during a marriage, in employment and unemployment, in eldercare situations and before a parent or loved-one dies. Host: Marty Peterson.
Guest Information:
- Lori Sackler, Sr. Vice President at Morgan Stanley Wealth Management, author of the books The M Word: The money talk every family needs to have about wealth and their financial future and The M Word Journal: How to have the money talk
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