Financial Fortunes: The Inheritance Playbook

Episode 9 December 15, 2023 00:16:16
Financial Fortunes: The Inheritance Playbook
Ed's Edge
Financial Fortunes: The Inheritance Playbook

Dec 15 2023 | 00:16:16

/

Show Notes

Inheritance can be a game-changer, but it comes with its own set of challenges. Join us as we delve into the nitty-gritty of handling an inheritance responsibly, from navigating tax implications to creating a legacy that goes beyond just financial assets.

Other Episodes

Episode 5

June 02, 2021 00:44:34
Episode Cover

What We Believe a True Financial Advisor Should Do for You

In today’s day and age, the realm of financial advice has expanded to meet every investor’s ever changing needs and styles. As more options...

Listen

Episode 1

January 15, 2025 00:21:37
Episode Cover

How To Get on the Same Page with Your Spouse (Financially)

In this episode, we share strategies for getting on the same page as your spouse (financially). Ed & James discuss the importance of compromise,...

Listen

Episode 2

March 17, 2022 00:18:51
Episode Cover

Setting Financial Goals

When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone...

Listen