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Content provided by Bill Taber and Anastasia Taber, Bill Taber, and Anastasia Taber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Taber and Anastasia Taber, Bill Taber, and Anastasia Taber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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You Received an Inheritance. Now What?

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Manage episode 377054170 series 2989310
Content provided by Bill Taber and Anastasia Taber, Bill Taber, and Anastasia Taber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Taber and Anastasia Taber, Bill Taber, and Anastasia Taber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Younger generations are estimated to inherit as much as $70 trillion worth in wealth over the next 20 years. The questions are, what do you do with this money? How do you best honor the legacy of the inheritance while applying it in a way that aligns with your goals and values? Bill discusses what he's seen over his career of the five categories of adult children receiving an inheritance. He also shares how he reacted to his own inheritance. He walks though how he works with investing advisory clients who have received an inheritance. Anastasia shares a minor (minor!) spoiler for the Barbie (2023) movie.

For questions, comments, or topics, you can email us at [email protected].

  continue reading

134 episodes

Artwork
iconShare
 
Manage episode 377054170 series 2989310
Content provided by Bill Taber and Anastasia Taber, Bill Taber, and Anastasia Taber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bill Taber and Anastasia Taber, Bill Taber, and Anastasia Taber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Younger generations are estimated to inherit as much as $70 trillion worth in wealth over the next 20 years. The questions are, what do you do with this money? How do you best honor the legacy of the inheritance while applying it in a way that aligns with your goals and values? Bill discusses what he's seen over his career of the five categories of adult children receiving an inheritance. He also shares how he reacted to his own inheritance. He walks though how he works with investing advisory clients who have received an inheritance. Anastasia shares a minor (minor!) spoiler for the Barbie (2023) movie.

For questions, comments, or topics, you can email us at [email protected].

  continue reading

134 episodes

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