It can be extremely uncomfortable as talking about money with family members. But there are critical conversations that are almost unavoidable that you need to have with your spouse, kids, and parents.

In part one of this mini-series, Jose Feliciano and Jeff Feliciano discuss how to approach those necessary money conversations with family members, and the types of questions to ask to be better prepared for the future.

In this episode you will learn:

  • Why you need to have conversations about finances, retirement, and risk tolerance with your spouse
  • Why you need to have conversations about credit, spending, and budgeting with your kids
  • Why you need to have conversations about finances, health care, living circumstances with your parents
  • And more!

Tune in as Jose and Jeff Feliciano discuss how to enhance communication with your loved ones to have those critical conversations!

Here is the link to the episode:

Episode 14 – The Critical Conversations with Family Members — Part 1

Resources:

The Parent Care Solutions- Dan Taylor

Feliciano Financial Group: (903) 533-8585

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 9:00 AM - 4:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

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