As investments grow and become more accessible to everyone, how can we learn how to make the money last? In this episode of The Yield, Peter Kerr, CFA, hosts JR Gondeck from the Lerner Group about industry trends and the importance of communication when investing. JR works with families to promote intentional communication and drive collaboration between all generations. He leverages his deep knowledge of the global financial markets and passion for investing to guide clients through market trends.
[2:56] Benefits of being an independent wealth management broker.
[8:01] Overcoming stigmas surrounding family wealth conversations.
[10:25] What is a trust and why do you need one?
[14:42] Navigating family financial dynamics and increasing financial literacy.
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