030 | Should You Factor an Inheritance Into Your Financial Plan?
A trillion dollars is expected to transfer from Baby Boomers to their children between 2023 and 2026 — one of the largest generational wealth transfers in Canadian history. But should that change how you're managing your own finances today? In this episode, Scott and Chris unpack what the data actually shows about inheritances in Canada, why building your retirement plan around one is risky, and what to do instead. They also dig into the conversations most families avoid having — the ones that can make or break how smoothly wealth gets passed on. If you're expecting an inheritance someday, or…
The skinny
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