HOW TO COMMUNICATE ABOUT YOUR FINANCES WITH YOUR LOVED ONES


YouTube video

One thing people frequently get wrong when it comes to loved ones and their finances is communication.  Failure to communicate about money styles, investing strategies, and long term goals is a frequent mistake.  This week David Anderson shares why this is so important to making the best decision for your finances.

Interested in partnering with our down-to-earth financial advisors and support staff?  Moneywise is available for free, no-obligation phone + virtual consultations

BE SMART. BE SAFE. BE MONEYWISE.

Moneywise Wealth Management

“The Moneywise Guys” podcast

call: 661-847-1000

email: info@moneywiseguys.com

visit: www.moneywiseguys.com