1716: Ask Farnoosh: How to Not Waste a Windfall (Encore)

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 30 August 2024

⏱️ 48 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.

This episode aired originally on July 12, 2024.

Transcript

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0:00.0	So Money Episode 1716, Ask Farnush, Managing Financial Windfalls,
0:05.6	Inherances, Pay Severances, and more.
0:08.0	You're listening to So Money,
0:11.0	with Award-winning Money Guru Farnu Farnu Farnoosh Karabi.
0:14.0	Each day get a 30 minute dose of financial inspiration from the world's top business minds,
0:19.3	authors, influencers, and from Farn Farnus herself.
0:23.7	Looking for ways to save on gas or double your double coupons?
0:27.3	Sorry, you're in the wrong place.
0:29.4	Seeking profound ways to live a richer, happier life.
0:32.8	Welcome to So Money, everybody.
0:37.2	I'm Fronish Tarabi.
0:38.2	And today's show is all about managing and making the most of a windfall,
0:42.5	whether that's an inheritance, a pay severance,
0:45.8	the great wealth transfer, as we know,
0:48.0	is unfolding, a record number of assets
0:50.5	being passed down from one generation to the next and many in our
0:54.8	audience are wondering about this and I've got some of your questions and to help
0:58.6	navigate your questions I have two experts on standby who are going to join us later on the show including
1:04.5	Pam Kruger who is the founder of Wealth Ramp. For those of you who are curious
1:09.0	about working with a financial advisor, Wealth Ramp is a platform that offers a bespoke matching service.
1:15.9	You've heard Pam on the show before, I'm a fan.
1:19.1	Pam works with you to match you with a qualified, pre-vetted fee-only financial advisor that cares about your
	...

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