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September 11th, 2024

Expectations vs. Reality: Inheritance Survey Findings with Rob Carrick

  1. Expectations vs. Reality: Inheritance Survey Findings with Rob Carrick David Edey 18:50

In this episode David chats with Rob Carrick, a personal Finance columnist from The Globe and Mail.

 

Rob shares surprising results from his recent survey about inheritances in Canada.

 

They discuss why many Canadians expect to inherit six figures and whether this is realistic.

 

They also talk about how longer lifespans and rising healthcare costs could affect these expectations.

 

Plus, find out how young people’s attitudes towards saving and Investing are impacted by inheritance expectations.

 

Tune in for great tips on family financial planning and avoiding conflicts over inheritances!

 

For David’s book, other resources and more visit www.davidedey.com

David Edey Author, Speaker, Certified Executor Advisor

David Edey is a Certified Executor Advisor with over 35 years of experience in the financial planning industry, specializing in estate and legacy planning. He is the author of the bestselling book, "Executor Help: How to Settle an Estate, Pick an Executor, and Avoid Family Fights," and hosts the Executor Help Podcast, guiding individuals to secure their legacies and maintain family harmony.

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