Invest In Women

Invest In Women


Inheritance: Navigating The Complexities With Christie Whitney, CFP® (Ep. 18)

June 09, 2023

How much do you know about inheritance? Do you know how to handle it properly? 


You might be wondering what to do with this sudden gift. Do you save it? Do you spend it on something you've always wanted? 


In this episode, Melissa Carter is joined by Christie Whitney from Rebalance to talk about the emotional and financial aspects of receiving an inheritance. Christie explains the importance of seeking professional guidance, making informed decisions and learning from experience to plan for one's own estate.