At the holidays, what do you do if a family member brings up money? Finances are definitely an important yet touchy subject. Learn how we, as advisors, deal with everything from awkward questions to creating family estate plans! 

We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices! Learn more about us at our website https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)