278. Avoid These Common Mistakes After Receiving a Large Inheritance

21 Apr 2025 • 34 min • EN
34 min
00:00
34:09
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Receiving a large inheritance can be both a blessing and a challenge. While it offers the opportunity to improve your financial future, it also comes with important decisions that can impact your long-term stability. Without a clear plan, it"s easy to make costly mistakes. In this episode of A Wiser Retirement® Podcast, we discuss key considerations to help you make the most of your inheritance and preserve it for the years ahead. Related Podcast Episodes: - Ep 227: I’ve inherited $200k, what should I do? - Ep 171: I"ve inherited money, now what?  Related YouTube Videos: - What are the rules for inherited IRA distributions? - Does inheritance count as income?  - Inheriting a Property: Keep, Sell, or Rent?  Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

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