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The Importance of Family Financial Conversations
Manage episode 462182768 series 3561311
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John Blanchard discusses the importance of financial conversations within families, especially during the holiday season. He emphasizes the need for transparency in financial matters, estate planning, and the significance of understanding 401K rollovers for retirement planning. The discussion also highlights the psychological barriers retirees face when transitioning from saving to spending, and the importance of having a comprehensive financial plan for retirement.
Get to know and schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.
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