June 26, 2024
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Mesirow Monday: How to discuss finances as a family
Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different topic surrounding finances on Your Money Matters. In this episode, Sophia Yudkowsky , Vice President and Wealth Advisor at Mesirow Wealth Management, joins Jon Hansen to talk about how to discuss finances as a family. From what accounts you’ll need to bring up to having visuals and statements on hand, Jon and Sophia share the importance of speaking on family finances.
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