Managing Sudden Wealth: The Complexities of Inheritances and Windfalls

Want to get in touch? Send us a text!Many individuals diligently save for years, funneling funds into retirement and investment accounts with the noble intention of designating their children and heirs as beneficiaries. However, what lies beyond this altruistic gesture often remains unexplored.In this eye-opening podcast episode, we delve into the intricacies of managing sudden financial surges that come with windfalls and inheritances. From the unexpected treasure chest of money to the reali...