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Leaving Legacies: Inheritance & Nostalgia (2/10/2024)
Manage episode 400591731 series 3083349
المحتوى المقدم من Alec Kelso and The Real Money Pros. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Alec Kelso and The Real Money Pros أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
The year is 2074, and your grandkids just inherited your extensive Pokémon card collection... What should they do with it? Brian and Jeremiah spend most of the show talking about and taking calls surrounding the topic of inheriting items. If you've ever been left with something that you're just not quite sure what to do with, the guys give some ideas and guidance. Organizing estate sales, step-up in basis, and dealing with sentimental feelings. Plus, if you lose money due to poor advice given to you by a professional, what kind of claims could you have? DSTs, REITs, and caller questions.
Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
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