I was invited on the Calgary Business Podcast to discuss the importance of talking about money, dive deep into the 4 Net Worth Thinking lenses, and how to navigate your investment portfolio during the pandemic.
I understand that having money conversations with your family can be difficult. As high net worth individuals, you might worry about the effect your wealth will have on your children. Listen to this podcast to learn how you can bring your families into money conversations and why it’s important.
Listen now! http://bit.ly/susan-on-calgary-podcast
If you have any questions or if you’re interested in creating an integrated, long-term financial plan that enables your children and grandchildren to be good stewards of wealth, contact the Susan O’Brien Group today.