Episode 62: So, You’ve Received an Inheritance. Now What?



Life is unpredictable and circumstances can change. If you’ve suddenly received an inheritance, how do you go about making changes and updates to your retirement plan?

In this episode of Your Retirement Solution Podcast, Jim Black discusses the psychology of inheritance, how to properly maneuver an unexpected influx of money, and how to open that conversation with your advisor.

In this episode, you will learn

  • How to re-adjust your retirement plan if you receive an influx of cash
  • The pros and cons of receiving an inheritance
  • How to save money in taxes when it comes to inheriting money
  • The importance of clear communication when it comes to estate planning
  • And more!

Tune in now to learn how to maneuver a sudden influx in money when you receive an inheritance. 

Resources:  The Retirement Solution

DA-001528.1 Podcast Episode #62