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How Not to be Stupid When You Get an Inheritance – Rich As A King Episode 114

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Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What should you do when you get an inheritance?

The first thing you should do when you get an inheritance is not to make any rash decisions or changes in your lifestyle without understanding what you have just received. This is especially true if these assets are complex investments.

Listen to why it is important to get guidance from a qualified financial advisor when you receive an inheritance.

  continue reading

154 episodes

Artwork
iconShare
 
Manage episode 150208646 series 79528
Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What should you do when you get an inheritance?

The first thing you should do when you get an inheritance is not to make any rash decisions or changes in your lifestyle without understanding what you have just received. This is especially true if these assets are complex investments.

Listen to why it is important to get guidance from a qualified financial advisor when you receive an inheritance.

  continue reading

154 episodes

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