Ep. 122: Inheritance-Incorporating A Sum of Money into Your Financial Plan

July 23, 2018 By Michael Clark

The 4th of July is very popular for fireworks and food. We found it only fitting to mention a couple of amazing stats in today’s show that might really blow you away.

Geoff Hoatson joined in again this week to answer a few really great listener questions that might be relative to something you are dealing with right now. The main topics in this week’s show include Inheritance and whether or not you want to pay off debt as well as some other great points. Be sure to check out this show because this show cuts through the noise and nonsense about money and gives you the tools you need to build wealth, invest for the future, and put a plan in place.

Quote of the day: “You can’t be that kid standing at the top of the waterslide, overthinking it. You have to go down the chute.” – Tina Fey

Need to find something from today’s show? We have you covered down to the minute!

4th of July fun facts – 4.5 Min
Listener Call – 8 Min
Call on Inheritance and trusts – 14 Min
Should I pay off my house with inheritance money? – 22 Min

The information contained in this blog does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Michael Clark and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Ep. 122: Inheritance-Incorporating A Sum of Money into Your Financial Plan

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