Episode

Rethinking Inheritance: Give It Now or Leave It Later?

Podcast
Real Personal Finance
Published
Feb 19, 2026
Duration seconds
1342
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https://www.buzzsprout.com/2066103/episodes/18706506-rethinking-inheritance-give-it-now-or-leave-it-later.mp3
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https://www.buzzsprout.com/2066103/episodes/18706506-rethinking-inheritance-give-it-now-or-leave-it-later.mp3
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/v1/public/podcasts/real-personal-finance-598374/episodes/rethinking-inheritance-give-it-now-or-leave-it-later
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/podcast/real-personal-finance-598374/rethinking-inheritance-give-it-now-or-leave-it-later.md

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Summary

There’s a common belief people have about money: you build it, you protect it, and whatever’s left gets passed on at the end. But what if the timing matters more than the total? As lifespans stretch into the 90s and portfolios grow beyond what many families will realistically spend, the question starts to change. Would a gift mean more when your kids are buying their first home, raising young children, or launching something meaningful? Would you rather see the impact while you’re here to exp...