What’s your inheritance?
11/07/22 • 14 min
Most people have very mixed emotions about receiving an inheritance from someone. Meaning that although what is being passed down may be a blessing and an honor to receive, this also means that the one who has made you their beneficiary has typically passed on. Unlike a person’s legacy, an inheritance specifically refers to an exchange of assets whether that be monetary, real-estate, family heirlooms, stocks, or assets otherwise.
Margin Membership Sign-up: https://millennialmargin.com/learn/
How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW
Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.
Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.
Listen to the podcast: https://margin.simplecast.com/
Have a question? Contact Jared at [email protected]
Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com
Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.
Most people have very mixed emotions about receiving an inheritance from someone. Meaning that although what is being passed down may be a blessing and an honor to receive, this also means that the one who has made you their beneficiary has typically passed on. Unlike a person’s legacy, an inheritance specifically refers to an exchange of assets whether that be monetary, real-estate, family heirlooms, stocks, or assets otherwise.
Margin Membership Sign-up: https://millennialmargin.com/learn/
How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW
Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.
Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.
Listen to the podcast: https://margin.simplecast.com/
Have a question? Contact Jared at [email protected]
Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com
Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.
Previous Episode
10 documents to protect your legacy!
This theme is focused on ensuring that you are doing your best to do a full evaluation at least once a year of what you have in-place, where you store those critical documents, ensuring that your taxes are organized and that you have documentation outlining what you own and what you owe.
Margin Membership Sign-up: https://millennialmargin.com/learn/
How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW
Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.
Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.
Listen to the podcast: https://margin.simplecast.com/
Have a question? Contact Jared at [email protected]
Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com
Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.
Next Episode
The purpose of a will
A will is such an important piece of documentation whether you are 18 or 80. Now, as you continue to further and further outline your will, you may consider establishing a trust for your family, which we will cover in the next episode.
Margin Membership Sign-up: https://millennialmargin.com/learn/
How are your finances doing? Take the quiz: https://i2tvdm52vbg.typeform.com/to/YFcT68CW
Jared created Millennial Margin out of necessity, as he has watched countless people schedule-away, mortgage-up, and max-out their lives. Margin is simply the antithesis, providing leeway in an increasingly margin-less culture.
Subscribe for daily tips and discussions about how to better manage your personal finances and, by extension, your margin.
Listen to the podcast: https://margin.simplecast.com/
Have a question? Contact Jared at [email protected]
Follow Millennial Margin: facebook.com/millennialmargin, instagram.com/millennialmargin1, or simply visit millennialmargin.com
Goal/Disclaimer: My goal with [Margin] is to prepare you with the knowledge but then inspire you to act on that knowledge. My goal is to be in your corner bridging the gap between your trusted CPA, attorney, and financial planner. My advice is simply from my own personal experiences and is not meant to override or replace professional advice from your trusted investment professional. The content found here is for entertainment purposes only.
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/financial-margin-495642/whats-your-inheritance-65638407"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to what’s your inheritance? on goodpods" style="width: 225px" /> </a>
Copy