Financial Tips for Families

Chatting with The Experts with Paula Okonneh

Joshua Okonneh, a Wharton School graduate shares valuable insights on financial planning and management, emphasizing the importance of selecting a trustworthy advisor, understanding one's risk profile, and making financial decisions aligned with personal goals and values. He highlights the significance of insurance, especially for older individuals, and offers advice for Millennials on how to navigate financial challenges in a changing world. The conversation underscores the necessity of having open and honest discussions about financial matters within families.