Breaking Money Silence Across Generations

In this session, Dr. Matt J. Goren, Assistant Professor of Financial Planning at The American College of Financial Services, and Kathleen Burns Kingsbury, Founder of KBK Wealth Connection and host of the “Breaking Money Silence®” podcast, hold a discussion on the consequences of clients’ discomfort in talking about money issues, as well as tactics to improve communication about money across generations and advice on creating a client-facing questionnaire to facilitate conversations about money.