Four Steps to Take If You Receive an Inheritance
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Four Steps to Take If You Receive an Inheritance
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About this listen
In this episode, we walk through four prudent steps to take if you receive a inheritance or other financial windfall. Initially, receiving a large sum of money suddenly can be overwhelming. We cover four key steps that include taking time to become mentally comfortable with the money before using it, focusing on pre-existing goals and more. In addition, we discuss why it might be helpful to include a CPA, a financial planner, and a mental health professional on your team as you navigate how best to utilize your newfound assets.
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