Published on Mar 27, 2024, 1:00:10 AM
Total time: 00:09:45
In order to avoid jealousy, hurt feelings, or not knowing what a loved one wants after they pass, it is extremely important to have a plan in place and discuss the transfer of wealth with your loved ones. That's from Lena Haas, the head of Wealth Management Advice and Solutions leader at Edward Jones. She says its important to separate your emotions from the Inheritance discussion by bringing in a third party, like a financial advisor.
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The goal of Money Making Sense, a 4-time People's Choice Podcast Award finalist, is to help you find more financial peace. Host Heather Kelly and guest experts focus on personal finances and analyzing family decisions. The show discusses vacationing on a budget, how money affects relationships, retirement savings, reducing household expenses, and the financial impact of owning pets. Along with celebrity interviews from the Sundance Film Festival and FanX Salt Lake focusing on finances. Money Making Sense will give you practical ideas on how to improve your bottom line.