What should you do with an unexpected inheritance—or one you know is coming? In this episode, Brandon Bowen walks through how to turn a windfall into long-term financial strength. From income planning and tax strategies to Roth conversions and growth-focused portfolios, he shares real-life stories and practical steps to help you make smart, confident decisions. Whether you’re navigating a recent inheritance or preparing for one in the future, this episode is packed with insight to help you make the most of it.
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Why Estate Planning Is About More Than Money
23:25

What Happens After the Inheritance Check Clears
11:11

When Waiting for Social Security Comes at a Cost
13:51