Making Smart Decisions About Your Inheritance

In this episode of "Purposeful Planning," we seek to guide soon-to-be graduates through the essential financial steps to take as they transition from academia to the workforce. Discover practical advice on budgeting, saving, and debt management, and learn why starting with the right financial habits now can lead to a prosperous future.   Sources:    https://www.businessinsider.com/most-millionaires-dont-think-they-are-rich-2019-8#:~:text=Only%2013%25%20of%20millionaires%20think%20they're%20wealthy%2C%20according,influence%20how%20wealthy%20someone%20feels.  https://www.cbsnews.com/news/wealth-what-net-worth-makes-you-rich-in-america/ https://www.aspenwealthmgmt.com/resource-center/blog/my-ship-came-in-what-do-i-do-now  https://www.marketwatch.com/story/one-in-three-americans-who-get-an-inheritance-blow-it-2015-09-03   The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.    This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.  This recorded posting utilizes AI generated voiceovers. While the Firm strictly prohibits the use of AI for advisory activities constituting investment advice, financial plans, portfolio analysis and management, and reporting, the use of AI for other purposes, such as voiceovers, is permitted and utilized for the firm’s recordings.  Hosted on Acast. See acast.com/privacy for more information.