How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?

Episode 80 September 14, 2023 00:05:04
How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?
Well... It Depends!
How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?

Sep 14 2023 | 00:05:04

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Show Notes

“Well… It Depends!” poses a question around financial decisions that cannot be answered with a simple yes or no!

 

This week, host Andrew Baron, CFP®, EA, dives into the question “How Should I Prepare If I’m Expecting a Large Inheritance Down the Line?”

 

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 the full transcript, click HERE.

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