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The Money with Katie Show

"I Want to Ask My Parents for My Inheritance Early"

The Money with Katie Show

Money with Katie

Self-improvement, Education, Business, Investing, How To

4.81.3K Ratings

🗓️ 14 October 2024

⏱️ 22 minutes

🧾️ Download transcript

Summary

One listener reached out to ask, "If I know I'm getting an inheritance, how can I ask my parents for it earlier? It'll go further now in my 30s than later." We address if that's the best move, considerations to keep in mind, and ways to thoughtfully position the ask. Rich Girl Roundup is Money with Katie's weekly segment where Katie and her Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week. Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/early-inheritance. Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Hey Fidelity, what's it cost to invest with the Fidelity app?

0:04.0

Start with as little as $1 with no account fees or trade commissions on U.S. stocks and EDFs.

0:11.0

Hmm, that's music to my ears.

0:14.0

I can only talk.

0:17.0

Investing involves risk including risk of loss.

0:19.0

Zero account fees apply to retail brokerage accounts only.

0:20.0

Sell order assessment fee not included.

0:22.0

A limited number of EDFs are subject to a transaction-based service fee of $100.

0:24.4

See full list of Fidelity.com slash commissions Fidelity Brokerich Services LLC member NYC SIPC

0:28.3

C.

0:30.3

Rich Girl Round Up. Wanda!

0:34.0

Woe!

0:35.0

I love it!

0:37.0

My parents I think still very much think of me as like a kid.

0:41.0

Give me my money.

0:42.0

I need my money! Give me my money. I need my money!

0:43.4

Give me my money!

0:44.4

Give me my money!

0:50.4

Welcome back, Rich Peep's to the Rich Girl Roundup weekly discussion of the Money with

0:54.8

Katie Show.

0:55.8

I'm Katie Gaddy Toss and every Monday we dig into an interesting money question,

1:01.1

story, discussion, you know, all of the above.

...

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