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Money Matters: It's Important to Discuss Finances with Family Members

September 03, 2025 by Scott Oeth in Home, WTIP "Money Matters", Life & Money

In this month’s edition of “Money Matters,” Scott talks about why it’s so important to talk to family members about finances and your future plans for your finances—even if that conversation may include some uncomfortable moments.

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September 03, 2025 /Scott Oeth
family finances, family financial values, family wealth transfer, financial strategy, WTIP, Money Matters
Home, WTIP "Money Matters", Life & Money
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Wealth Transfer with Family Holding Companies

December 12, 2022 by Scott Oeth in Wealth Mgmt & Invmt Strat, Home

Scott Oeth, CFP®, and Leslie Geller, JD, LLM and Sr. Wealth Strategist at Capital Group, discuss family limited partnerships, a niche, but powerful, advanced financial planning technique.

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December 12, 2022 /Scott Oeth
family wealth transfer, family limited partnership
Wealth Mgmt & Invmt Strat, Home
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Phone: 952-926-1659 or 888-240-6603

Address: 7261 Ohms Lane, Edina, MN 55439