Saving & Investing

 

Having the wealth transfer conversation

June 13, 2014

An episode from Vanguard's Investment Commentary podcast series

Kristin BarryHave you had a conversation about wealth transfer with your loved ones? If not, you're in good company. Kristin Barry with Vanguard Financial Advisor Services explains the demographics driving the need to talk about the topic and offers suggestions about how you can get the conversation started.

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