THE FINANCIAL COMMUTE
Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging environment, leading to a path of more confident investing.
THE FINANCIAL COMMUTE
How to Talk To Your Children About Your Wealth
Did you know that among affluent parents, 67% have never spoken to their adult children about finances? These families are missing the opportunity to foster communication, align values, and prepare the next generation for personal, financial, and professional responsibilities.
Executive Vice President Eric Selter joins host Chris Galeski on this week's episode of THE FINANCIAL COMMUTE to discuss the nuances of these conversations and ways to conduct a productive, intentional family meeting.
Tune in if you're interested in...
- Creating a shared understanding of your family's financial values
- Knowing when and how much to share with your children
- Avoiding common pitfalls in wealth transfer and estate planning
- Encouraging smarter financial decisions across generations
- Learning how trusted advisors can help moderate meaningful conversations