1695: Ask Farnoosh: Managing Financial Windfalls: Inheritances, Severances and More

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 12 July 2024

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s show is about managing and making the most of an inheritance and other windfalls. 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 Wealthramp, a platform that matches you with qualified, pre-vetted, fee-only financial advisors that fit your priorities and preferences. Visit Wealthramp.com/farnoosh to learn more. Also joining is Marienela Collado, CFP and CPA for Tobias Financial Advisors.

Transcript

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0:00.0	Hi, it's Farnush and I'm opening up my mentorship program for the last time in 2024.
0:05.7	I call it Farnush BTS and it's my four month group mentorship program to help elevate your
0:11.9	brand and fast track your success. The number one
0:15.2	question I get outside of personal finance is how did you become you? In other
0:20.0	words, how did you become the go-to expert in your field?
0:23.4	How did you build a business that is central to your personality and your brand?
0:27.4	You'll learn all my strategies across all the different verticals from podcasting to writing
0:32.2	books and I'll connect you with very
0:34.7	important people in my life as one of my recent clients said I loved the
0:38.8	intimacy of our conversations and the diversity of entrepreneurs drawn to this program.
0:43.7	Applications are available at farnush btt.com.
0:47.2	farnush btt. com. I look forward to helping you.
0:50.9	So money episode 1695, Ask Farnush, Managing Financial Windfalls,
0:56.7	Inherances, Pay Severances, and more.
0:59.1	You're listening to So Money,our Farnu Tarrabi.
1:05.0	Each day get a 30 minute dose of financial inspiration from the world's top business minds,
1:10.0	authors, influencers, and from Farnuus yourself.
1:14.0	Looking for ways to save on gas or double your double coupons?
1:18.0	Sorry, you're in the wrong place.
1:20.0	Seeking profound ways to live a richer, happier life.
1:24.0	Welcome to So Money.
1:27.0	Welcome to So Money, everybody.
	...

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