{"podcast":{"title":"The Real Investment Show (Full Show)","slug":"the-real-investment-show-full-show-1123656","podcast_index_feed_id":1123656,"rss_url":"https://feeds.soundcloud.com/users/soundcloud:users:252939730/sounds.rss","website_url":"https://soundcloud.com/user-949311744","image_url":"https://i1.sndcdn.com/avatars-yaycICozlsWvOy7k-inzB4A-original.jpg","author":"Lance Roberts","episode_count":500,"summary":"Here reside the full, unadulterated audio files f…","last_synced_at":"2026-07-16T04:20:38.472257+00:00","page_url":"https://stenobird.com/podcast/the-real-investment-show-full-show-1123656"},"episode":{"title":"4-10-26  What To Do After You Inherit Money","slug":"4-10-26-what-to-do-after-you-inherit-money","published_at":"2026-04-10T15:44:20+00:00","page_url":"https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-10-26-what-to-do-after-you-inherit-money","show_page_url":"https://stenobird.com/podcast/the-real-investment-show-full-show-1123656","url":"https://soundcloud.com/user-949311744/4-10-26-what-to-do-after-you","audio_url":"https://feeds.soundcloud.com/stream/2300226671-user-949311744-4-10-26-what-to-do-after-you.mp3","summary":"Receiving an inheritance can be life-changing—but without a clear plan, it can also lead to costly mistakes. Richard Rosso & Jonathan McCarty walk through the critical steps to take after inheriting money, from protecting the assets and understanding tax implications to building a long-term financial strategy. Key topics include: 0:00 - INTRO 0:19 - Smarties Candies & Holographic Tombstones 3:21 - Baby Boomers, Inheritances, & Great Wealth Transfer 5:31 - Planning for an Inheritance 8:03 - The Stress of Care-giving 12:59 - What to Do with the Money 15:38 - Tax Implications for Inheritance Money 18:44 - Funding the Financial Security Cushion 20:07 - Paying off Debt & Using Credit Cards Wisely 22:23 - Implementation of Financial Plan 25:12 - Fallacies w Inherited Stock 26:26 - Testamentary Trusts 30:40 - Movie Stars' Poor Estate Plans 31:40 Candid Coffee Teaser 33:22 - The Emotional Impact of Inheritance Money 35:11 - Elvis' Estate Plan 37:06 - Leaving Behind as Little as Possible 38:40 - Dealing with all the Schtuff 41:26 - Generational Financial Insecurity 42:45 - How We Grew Up vs Now 45:01 - Lithographs & Gunsmoke 46:38 - Pintos & Car Colors ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PfgdqYStb70 ------- Watch our previous show, \"US–Iran Deal: What Investors Must Watch Next,\" https://youtube.com/live/1GbqGflIK4A ------- The latest installment of our new feature, Before the Bell, \"2Oil vs Markets: The Ceasefire Test\" is here: https://youtu.be/ktGa-pbc3ps ------- Download Lance's Latest e-book, \"Laws of Money & Wealth:\"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealI…","meta_description":"Receiving an inheritance can be life-changing—but without a clear plan, it can also lead to costly mistakes. Richard Rosso & Jonathan McCarty walk through…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3032,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-real-investment-show-full-show-1123656/episodes/4-10-26-what-to-do-after-you-inherit-money/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-real-investment-show-full-show-1123656/4-10-26-what-to-do-after-you-inherit-money.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}