My Ship Came In—What Do I Do Now?

Join us on "Purposeful Planning" as we dissect the timely topic of managing a sudden financial windfall. Whether it's an inheritance, a lottery win, or another form of newfound wealth, it's tough to know where to start. This episode offers a strategic approach for planning your sudden wealth and helping it become a lasting benefit, covering everything from the initial steps after receiving a windfall to long-term wealth management and planning. 

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Sources:   

1. https://www.investmentnews.com/industry-news/archive/cfp-bets-on-lottery-initiative-5474 
2. https://www.amazon.com/Purposeful-Planning-Aspen-Wealth-Management/dp/B0888121RM/ 
3. https://www.aspenwealthmgmt.com/resource-center/blog/my-ship-came-in-what-do-i-do-now  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. 

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