Ensuring Your Legacy With Family Meetings
09/01/21 • 17 min
There are many reasons why you should hold regular family meetings and in this episode, partners Natalie Picha and Michele Jones discuss financial value meetings.
Sharing values and digging deep into family dynamics can be uncomfortable but it's never too late to have that first family meeting.
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
There are many reasons why you should hold regular family meetings and in this episode, partners Natalie Picha and Michele Jones discuss financial value meetings.
Sharing values and digging deep into family dynamics can be uncomfortable but it's never too late to have that first family meeting.
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
Previous Episode
Mid-Year 2021 Outlook: From Recovery to Recovered
In this episode of RHP Market Talk, Natalie Picha and Glenn Royal are joined by special guest, Meera Pandit, CFA, J.P. Morgan, Vice President, Global Market Strategist.
Meera shares her insights on international markets, housing market volatility and J.P. Morgan's market forecast for the remainder of 2021.
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
Next Episode
Our 3Q Wrap-Up: A Paradigm Shift
It has been an interesting year for the markets. With Evergrande making waves in China. Political drama in the U.S. over a possible government shut down and a capital gains tax dominating our headlines. And that's just the beginning.
In Episode 8 of 2021, Glenn Royal and Natalie Picha wrap up this year's 3rd quarter and discuss a possible year-end rally in the markets.
Get to know us at: www.royalharborpartners.com
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
RHP Market Talk - Ensuring Your Legacy With Family Meetings
Transcript
Welcome to RHP Market Talk. I'm Natalie Picha.
Michele JonesAnd I'm Michele Jones.
Natalie PichaAnd with Glenn Royal, we are the founding partners of Royal Harbor Partners Wealth Management. Our topic for today is the importance of family meetings. If you work with our team, you hear us use the word family all the time. We like to say you're part of the
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