Spring is the perfect time to improve your financial health.
Following is a list of learning opportunities for you to listen and learn about important finance and investing topics. From how to invest an inheritance to index funds and an invitation to a free “Wealth Warrior Summit” there’s an opportunity for everyone.
First are several of my recent podcast appearances.
Next, the free Wealth Warrior Summit is an opportunity to learn from various experts about how to build wealth.
By Ryan Hughes at Bull Oak Capital
How to Invest an Inheritance – and More: A 9-Step Guide on What to Do With Inherited Money in San Diego
“Imagine losing a parent or close relative and finding out that you just inherited $750,000. The money is overwhelming and the loss of a loved one is devastating.
Baby boomers today are an enormous cohort of nearly 80 million people and roughly 24 percent of the U.S population. These 55 to 73-year olds were born between 1946 and 1964. The average inheritance amount ranges from the low six figures to millions of dollars. You might think that despite the loss, it would be exciting to receive a large inheritance. For most, the entire experience is very overwhelming. Most don’t know where to begin.
Perhaps you’ve pondered how your life will change now that you’ve inherited money. You’ve probably thought about the real estate and travel opportunities that would arise. However, the reality is quite different. Processing an estate can take up to a year or more and shouldn’t be rushed. The time before you access your inheritance provides time to mourn the loss of your loved one.
Follow these nine steps to properly deal with a large inheritance…..”
On this show, we talked about all the ways technology is impacting investing, specifically 401(k) plans, with Barbara Friedberg, owner of RoboAdvisorPros.com, author and former portfolio manager. Listen to learn what you can do if your company doesn’t offer a 401(k) or you’d like to make changes to the existing plan!
For the Difference Making Tip, scan ahead to 22:14!
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Ep 26: Index Funds: Security and High Returns, Demystified with Barbara Friedberg Profit Boss® Radio
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