Retirement Roundtable

The Hidden Risks of Inheriting Money


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Trillions are changing hands—and many families aren’t ready. John Scallan discusses the emotional and tax realities of inheritance, common mistakes after receiving money, and why working longer can be a strategic advantage. From “Lamborghini fever” to tax traps, this episode explores how wealth transfer decisions ripple across generations.

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Retirement RoundtableBy Cypress Financial