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 7

August 10, 2021 00:29:21
Episode Cover

Talking with Your Kids About Money

As any parent will tell you, the wellbeing of their children is always at the forefront of their mind. We worry about their future....

Listen

Episode 1

January 04, 2023 00:18:23
Episode Cover

Cybersecurity & Fraud

Have you ever been a victim of fraud or identity theft? Or perhaps you know a close family member or friend who was? Chances...

Listen

Episode 5

May 15, 2024 00:28:40
Episode Cover

Long-Term Care Insurance: Investing in Peace of Mind

In this episode, Ed and James are joined by insurance expert, Bruce Hersh, the President of Smart Money Financial with over 40 years of...

Listen