Relying on an Inheritance to Fund Retirement

Original Air Date: December 4, 2021

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS® and Senior Financial Planner, Josh Weidie, CWS® to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an inheritance could be significantly reduced before it passes to the heirs. 

Read the Article: https://www.henssler.com/its-ill-advised-to-count-on-an-inheritance-to-fund-your-retirement