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Discussions about money with family members can be difficult. Morgan Stanley Financial Advisor Lori Sackler has a new edition of her book The M Word: The Money Talk Every Family Needs to Have about Wealth and Their Financial Future and she shares her insights on how to make them constructive and effective.
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Lori R. Sackler is a financial advisor, senior vice president and family wealth director at Morgan Stanley where she leads Evergreen Lane Wealth Management Group. Her team is dedicated to helping individuals and families keep up with change, satisfying their financial security, addressing lifestyle and legacy concerns, and successfully guiding them through life’s transitions. Sackler is a certified investment management analyst, a certified financial planner and non-practicing certified public accountant. She is the author of The M Word: The Money Talk Every Family Needs to Have about Wealth and Their Financial Future and The M Word Journal: How to Have the Money Talk released in 2016. She is the creator and former host of the radio show “The M Word” on WOR in New York City.
For More on Lori Sackler
Podcast Episodes You May Like
On Gender Differences
“That’s a really interesting topic, and I did a lot of research about this. It’s really physiology. Our brains are built differently. As a result, we operate differently, and it impacts the way we make money decisions and how we communicate about things. So it could impact priorities and goals, risk tolerance and then our abilities to communicate about it. Women have a wider corpus callosum, so we can go back and forth between the left and the right brain. We have a slightly larger strategic part of our brain, which allows us often times to think more long-term, where men are more short-term, looking for short-term results, thinking about trading more, whereas women may want a long-term strategy with a multiple manager approach and not so hands-on every day. So I think the gender differences are huge. I try to tell people is these [differences] are universal – they’re not unique to you. This has been confirmed by dozens of studies in over 30 countries with a million participants. [But] we need both minds to make great decisions though.”
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Joe Casey is an executive coach who also helps people design their next life after their primary career. He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes. Business Insider has recognized him as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.