Aug 15, 2018
Blended families can have different needs when it comes to financial planning and life insurance. In the second of two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard. Emily’s wealth of experience in working with blended families may add to your understanding of ways to approach planning for unique families.
A leading expert in field of blended family dynamics for fifteen years, formerly managing partner of Wealth Legacy Group, Emily is now a Strategic Wealth Coach at Ascent Private Capital Management. Co-author of Estate Planning for the Blended Family, Emily has been interviewed for The Today Show, CNN, WSJ, Bloomberg BusinessWeek and the New York Times. Emily also