The M Word - Lori Sackler

Don’t Leave Your Retirement to Chance – Design It. Registration is now open for the next Design Your New Life in Retirement group coaching program — with Very Early Bird pricing for a short time. Limited to 10 participants. _________________________ 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. _________________________ Retire Smarter. Don’t Miss an Episode – Follow on Apple Podcasts or Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | TuneIn | RSS _________________________ Bio 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  The M Word: The Money Talk Every Family Needs to Have about Wealth and Their Financial Future (Second Edition) _________________________ Podcast Episodes You May Like The Go-Giver Marriage – Ana Gabriel Mann An Economist’s Take on Retirement Planning – Larry Kotlikoff