Mesirow
June 26, 2024
Working side-by-side with clients, creating solutions designed to help institutions, corporations, business owners, individuals and families to prosper over time.

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.

 

More from Mesirow