1869: Ask Farnoosh: Managing Windfalls, Inheritance, Severance and More
So Money with Farnoosh Torabi · Farnoosh Torabi
August 22, 202546m 38s
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Show Notes
<p>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/" 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. 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.</p><br><p>This episode aired originally on July 12, 2024.</p>
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