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227. I’ve inherited $200k, what should I do?
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Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Shawna Theriault, CFP®, CPA, CDFA® talk about what to do if you inherit $200k.
Related Podcast Episodes:
- Ep 171: I've inherited money, now what?
- Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It
Related YouTube Videos:
- Do you have to pay taxes on an inheritance?
- Does inheritance count as income?
Related Blogs:
- Inheritance Scams: How to Protect Yourself and Your Loved Ones
- What Should I Do with an Inherited 401(k) or IRA?
Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Розділи
1. 227. I’ve inherited $200k, what should I do? (00:00:00)
2. Inheriting Money and Financial Planning (00:00:05)
3. Family Legacy and Education Funding (00:09:51)
4. Inheritance Tax and Estate Planning (00:15:23)
248 епізодів
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