Windfall Planning
May 18, 2023•28 min•Transcript available on Metacast Episode description
With baby boomers nearing the end of their time on earth, a huge wealth transfer is in the offing. What would you do with a big inheritance of guess? Plus, are CFPs always acting as fiduciaries? Then, it's question time:
How do we avoid bad companies in our client's portfolios?
Does it make sense to move from a target-date fund to a total market index?
Learn more about your ad choices. Visit megaphone.fm/adchoices
