In this week’s personal finance edition of Merryn Talks Money, Merryn John discuss strategies for managing your inheritance.

Millennial listener Kewin has a conundrum. He’s inherited money and is expecting more in the future. But rather than leaving it in a savings account or buying Bitcoin, he wants to put the money to work. He’s seen financial advice on TikTok suggesting he should put his assets into a global tracker, but Kewin also wants to explore the idea of using an active manager.

Webb and Stepek offer up some advice that might help inform Kewin’s decision. They touch on pension maximization, risk appetite, active vs. passive investing, mortgage paydowns and Warren Buffett’s philosophy on succession planning.

In this week’s personal finance edition of Merryn Talks Money, Merryn John discuss strategies for managing your inheritance.
Millennial listener Kewin has a conundrum. He’s inherited money and is expecting more in the future. But rather than leaving it in a savings account or buying Bitcoin, he wants to put the money to work. He’s seen financial advice on TikTok suggesting he should put his assets into a global tracker, but Kewin also wants to explore the idea of using an active manager.
Webb and Stepek offer up some advice that might help inform Kewin’s decision. They touch on pension maximization, risk appetite, active vs. passive investing, mortgage paydowns and Warren Buffett’s <a href="bbg://news/stories/SNR3E5T1UM0W" data-web-url="https://www.bloomberg.com/news/newsletters/2024-11-30/how-to-act-on-warren-buffett-s-latest-lesson-merryn-talks-money" data-cke-saved-href="bbg://news/stories/SNR3E5T1UM0W">philosophy</a> on succession planning.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

How to Navigate the Great Wealth Transfer

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e0976dc2-6252-43f3-8f18-b23a015f7032/transcript

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