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A sudden inheritance can change everything—and not always for the better. In this episode, Paul and Travis Ivanoff unpack the real-world challenges families face during the Great Wealth Transfer. From “Lamborghini fever” to costly probate mistakes, they explain why inherited money often disappears faster than expected. The conversation explores how parents can prepare their kids, how adult children can approach uncomfortable money discussions, and why trusts, tax planning, and communication matter long before money changes hands. Whether you expect to leave money behind or receive it, this episode reframes inheritance as a responsibility, not a windfall.

Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.

 

With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

 

Contact Us: Ivanoff Wealth Management

A sudden inheritance can change everything&mdash;and not always for the better. In this episode, Paul and Travis Ivanoff unpack the real-world challenges families face during the Great Wealth Transfer. From &ldquo;Lamborghini fever&rdquo; to costly probate mistakes, they explain why inherited money often disappears faster than expected. The conversation explores how parents can prepare their kids, how adult children can approach uncomfortable money discussions, and why trusts, tax planning, and communication matter long before money changes hands. Whether you expect to leave money behind or receive it, this episode reframes inheritance as a responsibility, not a windfall.
Listen to Paul and Travis on <a href="https://patriotla.iheart.com/">KEIB-AM LA </a>Saturdays at 9am.
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With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
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Contact Us:&nbsp;<a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management</a>

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.

That’s why Ivanoff Retirement Insights is here to help. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

Ivanoff Retirement Insights

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.

That’s why Ivanoff Retirement Insights is here to help. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!

Contact Us: Ivanoff Wealth Management | Travis Ivanoff

When it comes to retirement, you don’t want to go on a half measure. You want the full supply of knowledge, experience and insight so you can make the best decisions for your future. You want to turn to the source that knows what works, knows what you need, and knows how to bring the two together.
That’s why Ivanoff Retirement Insights is here to help. With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
Contact Us: <a href="https://ivanoffwealthmanagement.com/">Ivanoff Wealth Management | Travis Ivanoff</a>