09/17/2026
Here's a financial conversation that has nothing to do with the stock market: Does your family know where the important paperwork is? Who to call if something happens? What accounts or policies exist? What your wishes are? 📂👨👩👧👦
A lot of families put these conversations off because nobody particularly enjoys having them.
But getting organized now can save the people you love a lot of confusion later. It's not the most exciting part of financial planning, but it's an important one.
Listen Saturday at 9:00 or catch The Financial Forum Show anytime on Spotify.