Making the Family Financial Planning Conversation Easier | HDM 329

#329-Making the Family Financial Planning Conversation Easier

Have you had a family financial planning conversation? The type of conversation where you discuss the things we don’t want to think about or shy away from talking about. This can include from making decisions on how do we want to be cared for if we become incapacitated to how can we invest more in real estate as a family?   Money can be a difficult subject to talk about with your family even in our Latino community. Today, our community is betting on a future where we want to be more financially prepared and literate for what tomorrow brings, for us and our family. That’s why our special guest for this episode, Lyanne Alfaro, is here to share with us about how she has approached financial planning with her family, what has worked for her, and some approaches that helped her have these family financial conversations.

Lyanne Alfaro is a first- gen Latina, NYC journalist turned multi-hyphenate, passionate about exploring the Latino influence in the world of business.

You will also hear the following in today’s episode:

  • The moment that started the financial planning conversation in her family and which family member actually initiated it .
  • Some approaches that have made the family financial conversation easier.
  • What she has observed over the past few years and her thoughts on what has led our community to take an interest in financial literacy.

Want To Listen To Certain Parts Of The Episode? Hover Over The Minute Mark Below And It Will Take You To That Part Immediately. 🙌🏽

↳The fundamental role Lyanne’s parents have had in her money journey. [3:19]

↳The moment that started the financial planning conversation in her family and which family member actually initiated it. [7:29]

↳The topics which typically are  hard to discuss  when it comes to  financial planning as a family. [14:20]

↳Some approaches that have made the family financial conversation easier. [18:24]

↳What she has observed over the past few years and her thoughts on what has led our community to take an interest in financial literacy. [26:15]

Resources From This Episode:

Click here to watch this episode on YouTube!

Connect with Lyanne: Lyanne Alfaro

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If you are interested in learning about a specific money – topic, let us know by filling out this form!

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This episode has been brought to you by First Republic Bank and McDonald’s

☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️☕️

I want to hear from you!  What was your favorite takeaway from this episode? Come on over to @Jenhemphill on Instagram and share it with us there.

Abrazos + Much Love,

Jen

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The post, Making the Family Financial Planning Conversation Easier | HDM 329 appeared first on the Her Dinero Matters Podcast.

Making the Family Financial Planning Conversation Easier

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One Response to Making the Family Financial Planning Conversation Easier | HDM 329

  1. HCB November 13, 2022 at 11:28 am #

    This is an absolute wonder, Thanks, Jen

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