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

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? Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!