Episode 129 – The Financial Conversations You Keep Putting Off
August 11, 2026
Some of the most important financial conversations are also the easiest to avoid.
In this episode, Jeremiah and Laura talk about the conversations around estate planning, succession, insurance, retirement, and your future that often get pushed off for “someday.”
The key may be starting somewhere simpler: What do you actually want your life to look like?
That vision can make the harder conversations much easier to begin.
Key Topics:
- Why important financial conversations go delayed
- Starting with your vision before building the plan
- Estate planning, insurance, disability, and succession
- Identifying gaps and risks that could disrupt your plans
- How to start difficult money conversations
#FinancialPlanning #MoneyConversations #EstatePlanning #SuccessionPlanning #BusinessOwners
Reach out at [email protected]
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.