457: The $5.5 Million Inheritance Theft You Need to Know About with Emily Guy Birken

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Today’s episode is with Emily Guy Birken — Plutus Award–winning financial writer, author of five personal finance books, and a longtime friend of the show. Emily is back with a story you need to hear.

If you’ve followed Emily’s work — from The 5 Years Before You Retire to End Financial Stress Now — you know she makes complex financial topics feel clear, relatable, even comforting. She’s written for AARP, Fast Company, Yahoo Finance… and she’s been helping readers make smart money decisions for over a decade.

But today, Emily’s not here to talk about retirement, Social Security, or gamification.

Today, she’s here to share something far more personal — and honestly, shocking.

Because despite being raised by a financial planner… despite knowing estate planning backwards and forwards… despite doing everything “right”… Emily lived through a $5.5 million inheritance nightmare that will make you rethink how you set up your own estate plan.

What went wrong, how it could’ve been prevented, and the lessons we all need to hear — that’s what this conversation is about. Here’s Emily Guy Birken.

You can find Emily at emilyguybirken.com and all of her books on Amazon or anywhere books are sold.

 

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