The hardest family money conversations often aren't about money at all, they're about love, independence, aging, and uncertainty. In this episode of The Sage Investor Podcast, Larry Kiser discusses how families can approach difficult conversations about inheritance, long-term care, caregiving, and financial planning before a crisis forces decisions to be made. Larry shares why many parents avoid these discussions, the emotional challenges that can create conflict, and the importance of approaching the conversation with empathy rather than assumptions. He also explores practical planning strategies that may help families navigate future care needs while preserving options, dignity, and financial flexibility for everyone involved.

Learn more about Sage Wealth Design’s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting here, email team@sagewealthdesign.com, or call 435-704-2213.