J&K #11: INHERITED WEALTH
What would you do if you suddenly received $500,000 from an inheritance (after taxes?)
On this episode Jake Rivas and Kirk discuss what they would do as well as some smart strategies to deal with an influx of cash. Also, they discuss common pitfalls which can lead to ruin.
Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!
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Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346
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