Transcript and show notes at: https://www.sunnybranchwealth.com/blog/investing-inheritance
Everything you need to know if you have (or will) inherit millions of dollars in your 20s, 30s, or 40s.
Stop following advice from boomers and finance bros and learn how to create a personalized investment plan that works for YOU.
You need a strategy that aligns with your lifestyle and future goals, not generic advice or a list of "shoulds." Listen to learn how to assess your time horizon, understand your actual tolerance for risk, and learn the ins and outs of liquidity.
I've got the practical tips and relatable examples you need to take control of your financial future and make informed investment decisions, whether you're a current or future inheritor.
Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
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