DiscoverThe Investopedia Express with Caleb SilverHow to Have the Most Challenging Financial Conversations in Our Lives
How to Have the Most Challenging Financial Conversations in Our Lives

How to Have the Most Challenging Financial Conversations in Our Lives

Update: 2024-10-14
Share

Description

We don't like talking about money - especially among family. But family finances are the most important finances in our lives, so breaking through those barriers can unlock a lot of opportunity and prevent a lot of stress down the road. Financial advisors Luis Rosa, Anna N'Jie Konte and Denise Zapata get up close and personal at the SER Latino Summit in La Jolla to talk about the most challenging conversations they have with their clients, how to break the cycle of debt, and how to teach the power of investing and compounding to communities that have little faith in the financial system. Plus, the stock market keeps making record highs as this bull market celebrates its second birthday. The good news for investors is how young this bull is, historically speaking, and how balanced this rally has become.


LINKS FOR SHOW NOTES


https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8726921

https://www.investopedia.com/terms/a/adjusted-ebitda.asp

https://buildabetterfinancialfuture.com/

https://www.annanjiekonte.com/

https://www.zapatawealth.com/our-team

https://www.sersummits.com/

https://www.investopedia.com/etf-investors-shrug-market-uncertainties-bullish-on-mag-7-schwab-survey-finds-8726215

https://www.allstarcharts.com/blog

Learn more about your ad choices. Visit podcastchoices.com/adchoices

Comments 
loading
In Channel
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

How to Have the Most Challenging Financial Conversations in Our Lives

How to Have the Most Challenging Financial Conversations in Our Lives

Investopedia