DON’T TOUCH Your Inheritance Until You Hear This
Inherited money can bring important financial decisions, from taxes and investments to creating a plan for long-term wealth. In this episode of No Lazy Money, hosted by Ryan Ermanni on WJR, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management discuss what you should consider when receiving an inheritance and how thoughtful planning can help protect and manage inherited wealth.
Like and subscribe for more Peak Wealth content, and visit peakwm.com/wjr to learn more.
—
✅ Apply For A Free Retirement Planning Session ✅ peakwm.com/start-here
-------------------------------
Stay Connected With Us:
—
Listen to the full episode here: