Money Answers for Blended Families

Learn the most common and costly mistake in blended family estate planning

On February 20, 2017 I was interviewed by Jordan Goodman on “The Money Answers Show”- listen now!

This informative hour covers topics relevant to anyone, and especially valuable to people who are in stepfamily situations. While we don’t promise you a pot of gold at the end of your rainbow, we do shed light on some important topics that most people are in the dark about.

Some of the topics covered include:

— > How to best work with your advisor, and how and advisor can be more effective in working with you.

— > What blended families need to consider when designing their estate plans - using real-life examples

— > Ways to use “Money Types” to be more empowered in your approach to money.

I openly share about how I have used my understanding of what I refer to as the “Innocent” money type, and what Jordan refers to in his book, Master Your Money Type, as the “Ostrich”, to overcome my personal challenges with money and to become much more empowered, engaged, and healthy in my approach to my finances.

Jordan Goodman explains the six money types he identified in the financial planning world and what to do to overcome the unique challenges each of them has.