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58. Facilitating Wealth Conversations Between Parents and Children with Kevin Janiec
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What happens when parents want to help their adult children financially, but no one knows how to start the conversation?
In this episode of Planning & Beyond®, Ashley talks with Kevin Janiec, CFP®, MBA, Partner & Wealth Advisor at Financial Coach & New Wealth Project, about how advisors can help families talk through wealth, values, and legacy across generations.
Kevin works with retirees who are thinking about how and when to share wealth with their children, as well as mid-career professionals who may be receiving gifts or preparing for a future…
The skinny
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