Episode 38: Using the TALK Method for Family Money Discussions
Family conversations regarding money can be quite challenging, but they are paramount to protecting your family’s financial health and ensuring your wealth is protected.Kathy Longo, CFP®, CAP®, CDFA®
Conversations with family regarding money, estate planning, retirement planning, elder care, and what will happen to investments when someone dies are not easy. Of course, they are also necessary for protecting your family’s financial future.
In this episode, Kathy explains how to approach these discussions using the “TALK Method” to conquer your money conversation anxiety and broach just one meaningful financial topic with someone you love.
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About the Author
Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.