Leaving Legacies: Inheritance & Nostalgia (2/10/2024)

The year is 2074, and your grandkids just inherited your extensive Pokémon card collection... What should they do with it? Brian and Jeremiah spend most of the show talking about and taking calls surrounding the topic of inheriting items. If you've ever been left with something that you're just not quite sure what to do with, the guys give some ideas and guidance. Organizing estate sales, step-up in basis, and dealing with sentimental feelings. Plus, if you lose money due to poor advice given to you by a professional, what kind of claims could you have? DSTs, REITs, and caller questions.

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

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SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

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