The Free Retiree Show

S1 EP66: Inclusive Communication between Families about Financial Planning with Vanessa Martinez

May 26, 2021

MONEY MANAGEMENT/AVOIDING THE BIG MISTAKES EDITION

 

Financial planning, particularly estate coordination and legacy planning, has been a taboo topic for families. 

 

All too often, women are left out of the planning process. Their invaluable opinions and involvement in the financial planning process are commonly dismissed. 

 

A generation-to-generation conversation about financial planning is even more challenging to do. Talking to your parents or grandparents about who gets what once they pass just doesn’t sit well with most families.   

 

Vanessa Martinez, named as 2020 Forbes Best-in-state Advisors and Barron's 2020 Top Women Financial Advisors, believes that it is important to educate and empower women not only to be involved in the family’s financial planning but also for more women to be professionals and investors in finance. 

 

For their book, Family Value at Risk, they also aim to spread the importance of intentional and inclusive communication between families when it comes to financial planning. 

 

Tune in to this week’s episode of The Free Retiree Show with hosts wealth manager Lee Michael Murphy and career advisor Sergio Patterson, as Vanessa Martinez shares valuable information about women empowerment in the finance field, her journey into believing that financial planning between family members can benefit everyone involved and more. 

 

To get the episode, show notes, and share links, please go to our podcast page. Thank you for sharing our podcast.

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