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On today’s Intelligent Money Minute, we continue our conversation with Morningstar’s director of personal finance, Christine Benz on don’t assume you’re getting an inheritance. Financial communication is critical, especially between generations. Many children in our country are making a dangerous assumption; that a lucrative inheritance is headed their way. Yet many come to the reading of will only to be devasted that the inheritance they’re expecting doesn’t exist. During this episode, Christine Benz stresses the importance of talking about finances with family members before it’s too late.
At Intelligent Investing, we focus on helping facilitate and communicate on difficult financial topics between family members. If you find it difficult to communicate with the next generation regarding your estate or your wealth, please consider reaching out for a complimentary no-obligation call or coffee to discuss your financial situation. We’d love to be considered your financial accountability partner.Schedule a short discovery call or meeting
We’ll be interviewing Christine on several podcasts regarding retirement strategies, passive investing, and diversification, so be sure to subscribe to our Intelligent Money Minute podcasts.
Christine Benz Bio
Christine Benz is Morningstar’s director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. She holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois. Christine lives in the Chicago suburbs with her husband, Greg. She is an avid cook, a political junkie, and a long-suffering Chicago Cubs fan. Follow Christine on Twitter.