Ep 16: How To Have Those Awkward Financial Conversations

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?