About this episode
Receiving a $250,000 inheritance in Canada can change your financial future—but the decisions you make in the first 90 days matter. In this video, Brett explains the five moves to make before paying off debt, investing, gifting money, or making a major purchase.
You’ll learn:
• Where to keep inherited money while you make a plan
• Which legal and tax documents to collect
• How to avoid rushed, emotional decisions
• How to set boundaries with family and friends
• How to turn a windfall into a written long-term strategy
The goal isn’t to make the fastest decision. It’s to protect your options and make the inheritance serve the life you actually want.
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