Don't f*** This Up: The Millennial Inheritor's Guide to Investing

Heir Necessities

Transcript and show notes at: https://www.sunnybranchwealth.com/blog/investing-inheritance
Everything you need to know if you have (or will) inherit millions of dollars in your 20s, 30s, or 40s.
Stop following advice from boomers and finance bros and learn how to create a personalized investment plan that works for YOU.
You need a strategy that aligns with your lifestyle and future goals, not generic advice or a list of "shoulds." Listen to learn how to assess your time horizon, understand your actual tolerance for risk, and learn the ins and outs of liquidity.
I've got the practical tips and relatable examples you need to take control of your financial future and make informed investment decisions, whether you're a current or future inheritor.

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