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Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Shawna Theriault, CFP®, CPA, CDFA® talk about what to do if you inherit $200k.
Related Podcast Episodes:
- Ep 171: I've inherited money, now what?
- Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It
Related YouTube Videos:
- Do you have to pay taxes on an inheritance?
- Does inheritance count as income?
Related Blogs:
- Inheritance Scams: How to Protect Yourself and Your Loved Ones
- What Should I Do with an Inherited 401(k) or IRA?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
By Wiser Wealth Management4.8
4949 ratings
Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Shawna Theriault, CFP®, CPA, CDFA® talk about what to do if you inherit $200k.
Related Podcast Episodes:
- Ep 171: I've inherited money, now what?
- Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It
Related YouTube Videos:
- Do you have to pay taxes on an inheritance?
- Does inheritance count as income?
Related Blogs:
- Inheritance Scams: How to Protect Yourself and Your Loved Ones
- What Should I Do with an Inherited 401(k) or IRA?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

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