Counting on an inheritance? Not so fast

03/07/2024 29 min Temporada 9 Episodio 5
Counting on an inheritance? Not so fast

Listen "Counting on an inheritance? Not so fast"

Episode Synopsis

Just mention the word “inheritance” and people get their backs up. It’s no surprise that people are reluctant to chat about getting free money. In this episode, Rob chats with Julia Chung, a financial planner, about why you shouldn’t factor an inheritance into your financial plans. We’re also joined by an Edmonton woman whose parents plan to spend every dime in retirement. And an Ontario millennial walks us through whether or not she should take her parents’ offer of an early inheritance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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