1695: Ask Farnoosh: Managing Financial Windfalls: Inheritances, Severances and More
So Money with Farnoosh Torabi · Farnoosh Torabi
July 12, 202449m 37s
Audio is streamed directly from the publisher (sphinx.acast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Today’s show is about managing and making the most of an inheritance and other<strong> windfalls. </strong>The Great Wealth Transfer is unfolding, with a record number of assets passed down from generation to generation. Members of our audience have specific questions about this, and to help answer our questions, we have Pam Krueger, who is the founder of <a href="http://www.wealthramp.com/farnoosh" rel="noopener noreferrer" target="_blank">Wealthramp</a>, a platform that matches you with qualified, pre-vetted, fee-only financial advisors that fit your priorities and preferences. Visit <a href="http://www.wealthramp.com/farnoosh" rel="noopener noreferrer" target="_blank">Wealthramp.com/farnoosh</a> to learn more. Also joining is <a href="https://tobiasfinancial.com/about/team/marianela-collado/" rel="noopener noreferrer" target="_blank">Marienela Collado</a>, CFP and CPA for Tobias Financial Advisors.
<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>