))
6 Biggest Mistakes Women Make When Inheriting Large Sums of Money
Manage episode 455344397 series 3562577
Το περιεχόμενο παρέχεται από το Catherine Magaña and Savvy Women Wealth Management. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Catherine Magaña and Savvy Women Wealth Management ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In this episode of the Savvy Series, Catherine and Rachel discuss the 6 biggest mistakes women often make when inheriting large sums of money. They cover crucial topics such as failing to account for estate taxes, the importance of understanding capital gains, and the impact of neglecting charitable contributions. Tune in for expert tips on how to avoid these common pitfalls and manage inherited wealth with confidence.
In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions, and get the most from your money.
Disclaimer:
Savvy Women Wealth Management is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.
savvyup.com | 760.692.5700
37 επεισόδια
Μοίρασέ το
