Financial Planning for Blended Families

Moolala: Money Made Simple with Bruce Sellery

English - November 10, 2021 12:48 - 9 minutes - 13.1 MB - ★★★★ - 4 ratings
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Previous Episode: Being Financially Equal in a Relationship

Next Episode: Wine is an Investment

We talk to the Head of Estate Planning & Philanthropic Advisory Services at BMO Private Wealth, Lydia Potocnik, about wealth planning for blended families and how to manage it.

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