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Heirlooms - The Emotions Surrounding Inherited Investments

EPISODE · Mar 31, 2022 · 7 MIN

Heirlooms - The Emotions Surrounding Inherited Investments

from Why Advice?

Stories about investing $10,000 and turning it into a million are staples in the financial media? Do people actually do this? Yes, some people hold for decades and have a massive amount of wealth concentrated in on position. Then they leave it to their relatives, which poses a question: how do they deal with this financial heirloom? Hosted on Acast. See acast.com/privacy for more information.

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Heirlooms - The Emotions Surrounding Inherited Investments

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