Your financial plan is more than just the numbers. Having these sometimes awkward conversations now could save you a lot of trouble later on and provide clarity in a tough situation.
Show Notes: https://philstaxhacks.com/podcast/ep-16-how-to-have-those-awkward-financial-conversations/
Today's Rundown:
1:36 - Quote: “Time is more valuable than money. You can get more money, but you can’t get more time.” - Jim Rohn
4:58 - How do you handle the financial plan when the first spouse passes away?
7:50 - What will you do if someone needs long-term care?
11:01 - What if you have to work longer than you wanted to?
15:12 - What kind of legacy do you want to leave (and do you agree)?
18:42 - What do you do if you feel like you’ve got the wrong financial advisor?
