Passing Down Values, Not Just Assets with Brendan Frazier – Part 2 (Ep. 39)

Many families avoid talking about money because they fear conflict, awkwardness, or hurting someone’s feelings. 

Jim and returning guest Brendan Frazier break down why family meetings matter more than ever and how they can protect both relationships and legacies. They explore the emotional dynamics that show up when siblings gather, why blended families need a different level of care, and how to talk openly, frequently, and graciously so everyone knows their role long before decisions need to be made. 

This conversation gives families a way to pass on more than assets. It helps pass on values, expectations, and peace of mind.

What to expect from part 2 of this release:

• Why legacy failures rarely come from documents alone
• How to talk to your kids about money without oversharing
• Simple ways to structure a family meeting
• Key dynamics to watch for in blended families
• And more!

Resources:

• Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)
• Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)

Connect with Jim Sumpter: 

• 205-510-9074
• CMC Financial
• LinkedIn: Jim Sumpter
• LinkedIn: CMC Financial
• Facebook: CMC Financial
• Instagram: CMC Financial
• YouTube: CMC Financial

Connect with Brendan Frazier:

• RFG Advisory
• LinkedIn: Brendan Frazier
• Wisdom In Wealth with Brendan Frazier

About Our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own financial advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform to help financial advisors and their clients better understand the behavioral, psychological, and emotional sides of money. When he’s not diving into the latest behavior and psychology research, he is spending time with his wife Shannon and three kids, Brooks, Shepherd, and Merritt. And, he welcomes all unsolicited advice on how to successfully raise three kids.