Estate Planning - Do's & Don'ts of an Inheritance

The Retirement Guide / Retirement Planning Education

Welcome to "The Retirement Guide" In this episode, we focus on the pivotal moment of inheriting a substantial sum of money. This windfall can be both a blessing and a responsibility, demanding careful consideration and thoughtful planning. We share practical advice and real-life experiences to provide a comprehensive guide for handling newfound wealth. Tune in for expert insights and actionable steps whether you will be the benefactor or the beneficiary.

Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. This is for education only. It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

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Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.
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