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cover of episode Why Millennials Regret Inheritance Decisions: Advice for Getting It Righ

Why Millennials Regret Inheritance Decisions: Advice for Getting It Righ

2024/12/6
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iWealth

Shownotes Transcript

In this episode of the iWealth Podcast, Brad Connors and JP Eykyn discuss a surprising statistic—54% of Millennials believe they received bad advice when handling an inheritance. They explore why this happens, from the complexities of tax consequences to the lack of professional guidance. Whether you're a Millennial, Gen Z, or Gen X, JP and Brad emphasize the importance of seeking trusted advice when managing a sudden influx of wealth, such as an inheritance. Tune in to learn why professional support is essential and how iWealth offers initial consultations at no cost to ensure you make the best financial decisions.#iWealthPodcast #InheritancePlanning #FinancialAdvice #MillennialFinance #WealthManagement #TaxPlanning #SmartInvesting #FinancialDecisions