This month we discuss financial planning for siblings with Colorado State Treasurer and brother, Dave Young and Founder and President of Oak Wealth Advisors and brother, Mike Walther.
Access the transcript of this episode here.
Resources mentioned in this episode:
Highlights:
- “I entered elected office because my sister was struggling to get essential services." -Dave Young
- “Find the network in your community." -Mike Walther
- “You have to take the first step and listening to those trusted voices is a good way to start." -Dave Young
- “Take a break...celebrate the milestones:" -Mike Walther
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