How to incorporate an expected inheritance into your financial plan

The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?

Interested in our investing course? Find it here.

To submit any questions or feedback, please email

mark.lamonica1@morningstar.com or leave us a voicemail to feature on the

podcast here.

Additional resources from our episodes are available via our website.

Audio Producer and mixer: William Ton.

Hosted on Acast. See acast.com/privacy for more information.