Hosts Joseph and Regan examine how to handle inheritances. With the landscape of wealth transfer evolving rapidly, receiving an inheritance is not just a stroke of luck but a strategic element in financial planning.

They caution against hasty decisions and stress the importance of taking the time to assess goals and intentions before embarking on any major financial moves. Through real-life examples, such as a client who strategically maximized her tax-free savings accounts and diversified her assets after receiving an inheritance, the hosts highlight the significance of thoughtful planning in ensuring long-term financial security.

Read the full show notes and find more information here: EP 11 Show Notes