Q&A: Dont Waste Your Inheritance! Heres How

Published: July 19, 2024, 5 a.m.

#524: Mark and his partner will soon inherit an IRA worth over a quarter million dollars. With today\u2019s elevated interest rates, would throwing it all at a primary residence be the smartest play?\xa0\n\nAn anonymous caller and his girlfriend are musicians who dream of building a home with a monetizable recording studio. How do they untangle personal wants from business needs?\n\nWill feels stumped about the options in his defined benefit pension plan. When should he choose a guaranteed annuity over a lump sum payment?\xa0\n\nFormer financial planner Joe Saul-Sehy and I tackle these three questions in today\u2019s episode.\nEnjoy!\nP.S. Got a question? Leave it at https://affordanything.com/voicemail\n\nFor more information, visit the show notes at https://affordanything.com/episode524\nLearn more about your ad choices. Visit podcastchoices.com/adchoices