Making It Count

Considering lending money to a family member? You’ll want to listen to this episode of Making it Count first! Cristina and Will invite Juan Velasco, a Member Experience and Sales Specialist at Addition Financial and Jennifer Lee, the Founder of Modern Wealth to share their thoughts on mixing money with family. This episode covers the risks and rewards of lending money to a family member, how to talk to your parents about their long-term care plan and how to help your child navigate student loans. Links: –Juan Velasco, 407-896-9411 ext. 3035 –Jennifer Lee, jennifer@modern-wealth.com, https://squeezethejuicebook.com/ –Real Talk: Why You Need an Estate Plan in 2021: https://hubs.la/Q0107ZkR0 –Learn more about Addition Financial: https://hubs.la/H0zbJ0W0