EPISODE · Nov 28, 2025 · 17 MIN
Preparing the Next Generation for Their Inheritance
from Ready.Set.Retire!
Lori and Jon explore a key question for successful families: what happens when kids inherit wealth that they’re not ready for? They share strategies to pass on wealth wisely to help you avoid unnecessary taxes and prepare the next generation for financial confidence. Happy listening! Hosted on Acast. See acast.com/privacy for more information.
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Preparing the Next Generation for Their Inheritance
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