What to Do When You Get an Inheritance?

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 19 December 2022

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

If you receive an inheritance from a family member, what should you do with the money? We'll walk you through that question and more in today's Q&A episode! Check out our NEW course, Know Your Number! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Sign up for our Financial Order of Operations course - Get easy to understand answers to your financial questions Follow us on social media! -Instagram -Twitter -Facebook -TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, the money guy.
0:02.9	Restoring order to your financial chaos.
0:05.9	Retirement.
0:06.8	Investing.
0:07.8	Taxing.
0:08.8	You've got financial questions.
0:10.4	He's got financial answers.
0:12.4	It's Brian Preston, the money guy.
0:15.7	All right.
0:16.4	Here's a different kind of question from disc golf MVP.
0:20.2	He says, I am 24.
0:22.4	What's that?
0:23.1	I said congratulations, MVP for disc golf team.
0:25.9	Is that disc golf or disc golf?
0:27.8	No disc golf.
0:29.0	Disc golf.
0:29.9	Yes, golf.
0:31.1	Disc golf.
0:32.0	I'm sorry.
0:32.8	I'm sorry.
0:33.6	Cooking show.
0:34.3	Bisc golf.
	...

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