This week we cover a listener question about how to handle an inheritance of $850,000.  Jason recently dropped the question in our mailbag after receiving the inheritance unexpectedly.  He and his wife are in a stable financial situation and aren’t sure what to do next.  Grant shares his thoughts on what the couple should do.

We also review an article in The Atlantic covering whether monetary policy actually works in practice, and the presidential debate after a relatively quiet week in the markets.

Resources:

https://www.theatlantic.com/ideas/archive/2024/06/interest-rates-inflation/678802/

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Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.