How Do I Give Money to My Heirs?

Episode 60 • April 06, 2023 • 00:05:23
How Do I Give Money to My Heirs?
Well... It Depends!
How Do I Give Money to My Heirs?

Apr 06 2023 | 00:05:23

/

Show Notes

“Well… It Depends!” presents the pros and cons of financial decision making so you feel more informed and confident in your choices.

 

This week, host Andrew Baron, CFP®, EA, dives into the question “How Do I Give Money to My Heirs?”

 

This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected]

 

For a full transcript, click here.

Other Episodes

Episode 163

September 17, 2026 • 00:13:42
Episode Cover

Back to School: What You Should Know About 529 Plans

“Well… It Depends!” explores financial questions that rarely have a one-size-fits-all answer. In this episode, hosts Andrew Baron, CFP®, EA, and Derek Doyle discuss...

Listen

Episode 109

July 11, 2024 • 00:05:24
Episode Cover

Should I Keep Saving If I am a Millionaire?

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!   This week, host Andrew Baron,...

Listen

Episode 39

October 26, 2022 • 00:06:32
Episode Cover

Should I Change Jobs?

“Well… It Depends!” presents the pros and cons of financial decision so you feel more informed and confident in your choices.   This episode, hosted...

Listen