Show notes
Gen X is starting to inherit trillions… and most people have no idea what to do with it. Inheriting money is emotional: Grief. Guilt. Pressure. And if you’re not prepared, that money can disappear fast. In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the biggest mistakes people make with an inheritance and how to avoid them. You’ll learn what to do before you spend a dime, how to avoid the tax traps, and how to turn a windfall into lasting pea...

