Скачать или смотреть How Smart Families Talk About Money Without Causing Drama

Most families never talk about money — until someone’s gone. And that’s exactly why 60% of wealth transfers fail.

This video isn’t about numbers — it’s about communication, trust, and family unity. We’ll show you how “smart families” have open, structured money conversations that bring everyone together instead of tearing them apart.

💬 You’ll Learn:
How to talk about money without causing family drama
The 3 key roles that prevent future confusion and conflict
Why even great estate plans fail without communication
Real stories from families who turned tension into teamwork

💡 Your wealth plan only works if your family understands it. Start the conversation now — before silence becomes your biggest risk.

DISCLAIMER: This video is for educational purposes only and is not intended as financial, legal, or tax advice. The information is for a general audience and does not consider your individual circumstances. Please consult with a qualified professional before making any financial decisions.

⏰ TIMESTAMPS / CHAPTERS
00:00 – Why Smart Families Talk About Money
01:52 – The #1 Reason Wealth Transfers Fail
05:04 – How to Start the Family Money Conversation
09:12 – Who Should Be in the Room (and Why)
13:10 – Defining Roles That Prevent Conflict
16:35 – Lessons From Real Families
19:10 – Final Advice: Pass Down More Than Money

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🤔 ABOUT INVESTING IS THE EASY PART 🤔
Building your wealth was the first step. Making it last is the real challenge. This channel helps you lead your family's financial future with the actionable strategies smart families use in the critical years before and after retirement.

We explore advanced tax strategies, creating durable retirement income, designing an estate plan with trusts, and implementing asset protection to shield your wealth. Our goal is to give you confidence to build a financial legacy that lasts for your spouse, heirs, and generations to come.

Guidance from Paul Marrella CFP® & Sam Marrella CFP® - Apella Wealth.

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LEGAL DISCLOSURES
Apella Capital, LLC ("Apella"), DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. Investing involves risk, including the potential loss of principal.

CITATIONS
Williams Group Research: The 60% failure statistic is drawn from studies by the Williams Group on successful wealth transitions.

For more information about our firm and advisors, please visit https://apellawealth[DOT]com/regulatory-information

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