Client Access  |  Careers & Advisory Teams
April 30, 2024

Navigating the Challenges of Having Difficult Conversations

Financial Planning Committee

The latest episode of “Navigating Life Transitions”

Money and wealth can often bring unforeseen challenges. Whether it’s discussing future inheritances with children, navigating the sale or transition of a family business, or deciding on the legacy you wish to leave behind, numerous conversations await. Financial professionals can assist you in facilitating these discussions and uncover additional opportunities; guiding you towards decisions aligned with your goals and values.

This is the topic of discussion in the latest episode of “Navigating Life Transitions,” the podcast by JNBA Financial Advisors. Each episode of the podcast, hosted by Kim Insley, features a panel of specialists who bring different perspectives to life’s biggest challenges, changes and opportunities.

Especially when those discussions revolve around finances, there are effective methods to promote constructive and fruitful communication. You don’t have to navigate it solo. As the discussion dives into the challenges of some financial circumstances, we learn how people can have thoughtful conversations with their families, financial advisors and tax professionals to ease the process of these circumstances. For example, guests Richard Brown, CEO of JNBA Financial Advisors, and Elise Huston, an advisor at the firm, share insights into the complexities that come from having generational wealth, discussions around a family business transition, a new or second marriage, and estate planning. All are conversations you have with your loved ones that spark emotions yet can provide countless opportunities for your financial future.

Episodes of “Navigating Life Transitions” can be found on Apple Podcasts and Spotify. The latest episodes and more information are also available at under the “Insights” tab or

Due to various factors, including changing market conditions and/or applicable laws, some of the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors.

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