A Wiser Retirement®

I’ve inherited $200k, what should I do?

June 10, 2024 Wiser Wealth Management Episode 227
I’ve inherited $200k, what should I do?
A Wiser Retirement®
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A Wiser Retirement®
I’ve inherited $200k, what should I do?
Jun 10, 2024 Episode 227
Wiser Wealth Management

Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Shawna Theriault, CFP®, CPA, CDFA® talk about what to do if you inherit $200k.

Related Podcast Episodes:
- Ep 171: I've inherited money, now what?
- Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It

Related YouTube Videos:
- Do you have to pay taxes on an inheritance?
- Does inheritance count as income?

Related Blogs:
- Inheritance Scams: How to Protect Yourself and Your Loved Ones
- What Should I Do with an Inherited 401(k) or IRA?

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.
- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Show Notes Chapter Markers

Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Shawna Theriault, CFP®, CPA, CDFA® talk about what to do if you inherit $200k.

Related Podcast Episodes:
- Ep 171: I've inherited money, now what?
- Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It

Related YouTube Videos:
- Do you have to pay taxes on an inheritance?
- Does inheritance count as income?

Related Blogs:
- Inheritance Scams: How to Protect Yourself and Your Loved Ones
- What Should I Do with an Inherited 401(k) or IRA?

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.
- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Inheriting Money and Financial Planning
Family Legacy and Education Funding
Inheritance Tax and Estate Planning