Passing Down Values, Not Just Assets with Brendan Frazier – Part 2 (Ep. 39) - The Financial Puzzle Playbook

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

December 17, 2025 • 29 mins

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 …

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Passing Down Values, Not Just Assets with Brendan Frazier – Part 2 (Ep. 39)