The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5) cover art

The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)

The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)

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Conversations about money, family, and purpose can be the hardest ones to have, yet they’re often the most important. In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy sit down with Dr. George James, LMFT, MBA, licensed therapist, executive coach, and CEO of George Talks, to explore how communication, family …

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