So Money with Farnoosh Torabi
1782: Ask Farnoosh: Midlife Investing Goals, Inheritance Strategies, and More
Jan 31, 2025
Discover savvy investment strategies for midlife individuals, focused on making impactful financial decisions. Learn how to wisely handle inherited assets, including the intricacies of REITs and minimizing tax implications. Explore the evolving real estate landscape and the challenges posed by rising interest rates. Delve into the implications of tech on education and career paths while emphasizing financial literacy. Plus, gain insights into emotions surrounding inherited wealth and the importance of starting retirement savings at any stage.
27:38
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Quick takeaways
- Midlife investing requires a focus on employer-sponsored retirement accounts and diversification to enhance financial security and wealth building.
- Navigating inherited investments necessitates careful evaluation of options, tax implications, and long-term strategy for maximizing financial benefits.
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