Gabe and Jesse chat 1-on-1 about how to conduct challenging financial conversations with friends and family. It’s never easy. But done well, having an important financial conversation helps everyone involved, and prevents negative emotions in the long run. Specifically, Gabe and Jesse cover:
– The various people in life who you’ll end up “talking money” with
– How to broach the conversation in the first place
– Why interpersonal roles matter so much
– Tips and tricks on starting, conducting, and ending these conversations
– And much more
Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.
