Today’s show is about managing and making the most of an inheritance and other windfalls. The Great Wealth Transfer is unfolding, with a record number of assets passed down from generation to generation.
Is it worth transferring savings from your current bank to a high-yield savings account (HYSA)? Given a new law, is it wise to roll unused 529 dollars into a Roth IRA? How can parents raise kids to be “So Money?”
Executive Director and Head of Starter Segment Banking at Chase Consumer & Community Bank
We'll explore the essential money lessons for high schoolers, from earning and investing to understanding credit. But how do you impart these critical skills when your kids are less eager to engage with you than they were at 8 or 9 years old?
This week from the mailbag: Thoughts on playing the lottery, investing in real estate syndication, selling a home you inherited, and how much financial transparency is necessary in a marriage?
Today’s show is about managing and making the most of an inheritance and other windfalls. The Great Wealth Transfer is unfolding, with a record number of assets passed down from generation to generation.
Ask Farnoosh about money, work, life, or a recent guest below and she'll do her best to answer your question during an upcoming Friday episode on So Money. Record a message below or type in your question.