Can You Talk About Money With Family Without Starting A Feud?
Mon Feb 02 2026
In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor and Tyler Andrews, CFP®, Wealth Advisor explore why money conversations inside families are often avoided and why avoiding them can create bigger problems down the road.
They break down practical, real-world ways to approach sensitive financial conversations with spouses, children, and future beneficiaries, especially when it comes to wealth transfer, estate planning, and shared values. Rather than focusing solely on numbers, Tim and Tyler explain how leading with intent, communication, and clarity can help preserve both relationships and wealth across generations.
This episode covers:
Why 70% of wealth transfers fail due to poor communication, not poor planning How to talk about money using shared values instead of dollar amounts When transparency helps, and when too much detail can create conflict The role of trusted third parties in family financial discussions Tools that can help families stay aligned, including letters of intent, family meetings, and recorded messages If you've ever delayed a financial conversation because it felt uncomfortable, this discussion offers thoughtful context on how to approach it with intention and care, before assumptions and misunderstandings take over.
Whether you're thinking about estate planning, educating the next generation, or simply improving financial communication at home, this episode provides perspective to help you start the conversation more clearly.
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In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor and Tyler Andrews, CFP®, Wealth Advisor explore why money conversations inside families are often avoided and why avoiding them can create bigger problems down the road. They break down practical, real-world ways to approach sensitive financial conversations with spouses, children, and future beneficiaries, especially when it comes to wealth transfer, estate planning, and shared values. Rather than focusing solely on numbers, Tim and Tyler explain how leading with intent, communication, and clarity can help preserve both relationships and wealth across generations. This episode covers: Why 70% of wealth transfers fail due to poor communication, not poor planning How to talk about money using shared values instead of dollar amounts When transparency helps, and when too much detail can create conflict The role of trusted third parties in family financial discussions Tools that can help families stay aligned, including letters of intent, family meetings, and recorded messages If you've ever delayed a financial conversation because it felt uncomfortable, this discussion offers thoughtful context on how to approach it with intention and care, before assumptions and misunderstandings take over. Whether you're thinking about estate planning, educating the next generation, or simply improving financial communication at home, this episode provides perspective to help you start the conversation more clearly.