Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
Money Conversations To Have At The Holidays
•
Liz Whitteberry
Studies show that 70% of families lose their wealth in two generations, and 90% lose it in three. The reasons behind this are varied, but one thing that can help keep a family’s legacy intact is open communication and solid planning. And what better time to start those important conversations than during the holidays?
In today’s episode, Liz and Marc will share some key questions to help you have deeper money discussions with your loved ones.
Here’s some of what we discuss in today’s show:
- What is the most important money lesson you learned from your parents, grandparents, or other role models?
- What is the one thing you would want your children or grandchildren to remember about money?
- If you reach a point where you’re physically or mentally unable to care for yourself, what do you want your kids to do?
- If money were no object, what would you love to do the most?
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
