Paul Brown

“Ms. Sackler tries to answer one of the most complicated personal-finance questions of all: How do you talk to your family about money?… The writing is straightforward and makes a compelling argument for having the money talk.”

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Tim Wilkinson

“Families for generations have struggled communicating appropriately about finances with no ‘manual’ to help, until now. Lori does an extraordinary job helping us navigate these discussions by giving us actionable ideas using stories so we can relate.”

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David M Darst

“Lori Sackler masterfully delivers honest, timeless, and highly useful guidance that will help investors and their families successfully navigate crucial life transitions and financial decisions.”

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Shawn Achor

“Lori Sackler’s advice on overcoming the money taboo will not only help families successfully transfer wealth and deal with all of life’s transitions, but actually become happier in the process.”

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