The Best of Refining Retirement Podcast - Being Diligent and Disciplined
About this episode
Dana and Brad discuss the implications of receiving a large inheritance and the importance of financial discipline.
Dana and Brad discuss being in the position of gaining a large sum of money. Takeaways: Between 70-80% of people squander away their inheritance within the first 6 months. When politics get volatile, markets tend to follow suit. The market tends to react poorly to political uncertainty. Download our FREE helpful resource, “Are You Paying Too Much in Taxes in Retirement?”
People in this episode
Host: Brad Ford
Guest: Dana
Topics covered
- inheritance
- financial discipline
- market volatility
- political uncertainty
- retirement planning
Keywords
- inheritance
- financial discipline
- market reaction
- political uncertainty
- retirement taxes
Mentioned in this episode
Organizations: Refining Retirement
More episodes of The Best of Refining Retirement
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- The Best of Refining Retirement Podcast - Addressing Funeral Concerns
- The Best of Refining Retirement Podcast - Medicare Confusion
- The Best of Refining Retirement Podcast - Taking Control
- The Best of Refining Retirement Podcast - A Mentally Healthy Retirement
- The Best of Refining Retirement Podcast - Tax Problems with Long-Term Care
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