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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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Oct 23, 2020

Financial planning isn’t always an easy process. We often need to address situations that can be awkward for the client. Today we’ll tell you about six of these challenging conversations and how we approach them. Don’t let these awkward planning topics keep you from opening up and taking them head on.


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What we discuss on this show: 

0:37 – The loss of Eddie Van Halen

2:32 – Removing a child as a beneficiary on an account.

4:30 – Working with both spouses during a divorce.

6:12 – When a client cries in the office.

7:35 – Client that’s made an embarrassing financial decision.

9:27 – Siblings that are arguing over finances.

12:08 – Client that needs to make a change with their financial advisor.

13:58 – A good way to begin addressing these awkward conversations.