Q&A: Your Kids Just Inherited $350,000 Each. Now What?

In this Q&A episode, host Paula Pant tackles three listener scenarios at the intersection of money and life design. Karen has inherited sizable trusts for her children and is navigating investing, taxes, legacy planning, and financial aid eligibility. Matt, a long-time index fund investor nearing retirement, wrestles with when portfolio optimization becomes unproductive overthinking. Kate must decide whether to invest $35,000 in the stock market or build a backyard gym that could generate income while improving her family’s daily quality of life.