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What Should You Do If You Inherit $1M?
Manage episode 456688742 series 3562577
内容由Catherine Magaña and Savvy Women Wealth Management提供。所有播客内容（包括剧集、图形和播客描述）均由 Catherine Magaña and Savvy Women Wealth Management 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Catherine and Rachel share their top tips on what to do when you inherit $1M. From taxes and paying off debts to building emergency funds and investing for the future, they break it down step by step. With their help, you'll know how to assemble a team of experts, review your beneficiaries, and plan for your estate. If you're facing an inheritance, they’ve got you covered!
In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.
Disclaimer:
Savvy Women Wealth Management is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.
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