#487 An Inheritance Isn't a Plan

In this episode of the Mo Money podcast, we talk about inheritances and how inheriting without a plan can create a ton of risk. It also comes with a lot of opportunity, but opportunity that won't just take advantage of itself. And so we go through who should be thinking about this stuff? What happens when you don't plan around an inheritance, and some of the tax consequences and the asset leakage that can happen, as well as how to actually plan and think about getting the money to actually work for you. We then go into some of the asset protection and family protection strategies that you can use, or your parents can use, to bloodline assets and ensure that any inherited money doesn't end up getting lost as part of a relationship breakdown. This episode is perfect for anyone that's intending to pass on an inheritance or to receive one and wants to make the most of it. Smarter money moves start here. Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links: Book a no-strings call to get more out of your money here: Upcoming events: nash-pivot-wealth-34379655697 Ben's books: More about Pivot Wealth:

You can listen to #487 An Inheritance Isn't a Plan online on Radio and Podcast. Open the player on this page to stream the available audio.

#487 An Inheritance Isn't a Plan is an episode from How To Be Successful With Money by Ben Nash.

This episode is 26:04 long.

This episode was published on Jan 28, 2026.

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