Feb 26 2025 40 mins 1
Angela and Jaleigh speak with Courtney Pullen about preparing your children for their financial futures, a common situation for members of the sandwich generation. Courtney describes the challenges of discussing money, the importance of starting early, and how to share your money values and expectations. No matter what, he says, it's important to use intentionality and openness to facilitate those family conversations.
Courtney is the author of Intentional Wealth, a family psychologist, and President of the Pullen Consulting Group. He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication and team building.
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Time stamps:
02:10 - Courtney’s journey
05:09 - How to approach taboo topics
10:10 - When to start money discussions
15:49 - Let each family member have a role
21:22 - Aligning money values
26:46 - COVID’s impact
35:43 - Today’s action items
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Links:
Find Courtney Pullen on LinkedIn
Find Angela Pittman Taylor on LinkedIn
