1782: Ask Farnoosh: Midlife Investing Goals, Inheritance Strategies, and More

In this Ask Farnoosh episode, Farnoosh tackles your most pressing money questions, including strategies for managing investments in midlife. Also: How to decide what to do with an inherited investment—evaluate options, minimize taxes, and make the most of the windfall. Plus, we explore other listener questions on building financial security for the long haul.In the show:Best 0% APR credit cardsFarnoosh's Bloomberg News segmentReal estate crowdfundingCheck out Farnoosh's new hyperlocal podcast The Montclair PodJoin the So Money Members Club.Download Farnoosh’s free investing blueprint.Hang out with Farnoosh on Instagram.Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

In this Ask Farnoosh episode, Farnoosh tackles your most pressing money questions, including strategies for managing investments in midlife. Also: How to decide what to do with an inherited investment—evaluate options, minimize taxes, and make the most of the windfall. Plus, we explore other listener questions on building financial security for the long haul.In the show:Best 0% APR credit cardsFarnoosh's Bloomberg News segmentReal estate crowdfundingCheck out Farnoosh's new hyperlocal podcast The Montclair PodJoin the So Money Members Club.Download Farnoosh’s free investing blueprint.Hang out with Farnoosh on Instagram.Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.

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This episode is 27 minutes long.

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This episode was published on January 31, 2025.

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