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How Do I Protect My Savings?

2024/11/22

Ramsey Everyday Millionaires

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LaDonna

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LaDonna 有 40 万美元现金，希望了解如何保护这笔钱并传承给她的两个儿子，同时希望这笔钱能够长期保值增值。目前这笔钱存在定期存款中，但她希望找到更好的投资方式。主持人建议她将现金放入现有的可撤销生前信托中，指定儿子们为受益人，并咨询遗产规划律师以获得更专业的建议。他还建议 LaDonna 考虑在生前将部分资金赠予儿子，以及在定期存款到期后咨询投资顾问，寻找其他更合适的投资方式，以实现资金的保值增值。此外，主持人还强调了让儿子们知道未来会继承这笔钱的重要性，以避免不必要的意外。

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Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!

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