283. How To Manage A Sudden Money Windfall: IPOs, Business Sales, Or Inheritance A Wiser Retirement® podcast

283. How to Manage a Sudden Money Windfall: IPOs, Business Sales, or Inheritance

8h ago 33:22

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Receiving a large money windfall from an inheritance, business sale, IPO, or legal settlement can be life-changing, but it can also lead to costly mistakes if not handled wisely. Here’s how to take a thoughtful, strategic approach to ensure your newfound wealth supports long-term financial well-being.

Related Podcast Episodes:
- Ep 227: I’ve inherited $200k, what should I do?
- Ep 278: Avoid These Common Mistakes After Receiving a Large Inheritance

Related YouTube Videos:
- Does inheritance count as income?
- Do you have to pay taxes on an inheritance?

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This podcast was produced by Wiser Wealth Management. Thanks for listening!

Chapters

1. Pause Before Making Big Decisions (00:00:00)

2. Assembling Your Financial Team (00:06:03)

3. Understanding Tax Implications (00:14:49)

4. Managing Family Money Dynamics (00:17:57)

5. Creating a Post-Windfall Plan (00:23:21)

6. Common Mistakes to Avoid (00:28:00)

283 episodes