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The Investopedia Express with Caleb Silver

The Power of the Plan in Family Finances

Mittwoch, 26. November 2025 · 27 min

MP3

Shownotes

Family finances can be complicated by emotions and expectations. That's why having a solid financial plan that starts with good communication is paramount to creating the right foundation for building trust. Ryan Victorin, a Certified Financial Planner and a financial consultant at Fidelity Investments joins the show with advice on how to have those conversations with family, when to start, and what to consider when building a strong financial plan with your loved ones.

newsroom.fidelity.com/pressreleases/fidelity--…
preview.thenewsmarket.com/Previews/FINP/Docume…

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