What Does Inheritance Really Mean?

Episode 1 December 02, 2020 00:18:42
What Does Inheritance Really Mean?
John G. Ullman & Associates
What Does Inheritance Really Mean?

Dec 02 2020 | 00:18:42

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Show Notes

Hosted by Andrew Baron, CFP®, Enrolled Agent; featuring Elizabeth DiPietrantonio, J.D.

At the height of their career, many have very little time to optimize their personal finances, due to already balancing work life and home life. JGUA Financial Commentary Podcast aims to simplify personal finance for busy mid-career professionals. In each episode, Andrew will interview a rotating group of employees including Advisors, Tax professionals, and Researchers to provide insights, strategies, and critical thinking on personal finance.

For a full transcript, click here.                           Looking for show notes? Find them here.

 

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