What is the Best Way to Invest an Inheritance?

If you receive an inheritance, what is the best way to invest it – to pay off debt or put into savings? Follow a six-step plan for updating your portfolio to make the best use of an inheritance.

When deciding on specific investments, is academic research helpful?

According to Dana Anspach, CFP®, of Money Over 55, the answer is no. This is because often academics focus on a niche topic, whereas financial planners can see the complete picture.

At the end of the show, there’s a link to an article about why your investments must be different from those of your parents.

The Goldstein On Gelt Show is a financial podcast. Click on the player below to listen. For show notes and contact details of the guest, go to www.GoldsteinOnGelt.com