So Money episode 1869, managing financial windfalls, inheritances, pay severances, and more.

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Welcome to So Money.

Welcome to So Money, everybody.

Today's show is all about managing and making the most of a windfall, whether that's an inheritance, a pay severance. The great wealth transfer, as we know, is unfolding, a record number of assets being passed down from one generation to the next. And many in our audience are wondering about this. And I've got some of your

questions. And to help navigate your questions, I have two experts on standby who are going to

join us later on the show, including Pam Kruger, who is the founder of WealthRamp. For those of you

who are curious about working with a financial advisor, WealthRamp is a platform that offers a bespoke matching service.

You've heard Pam on the show before.

I'm a fan.

Pam works with you to match you with a qualified, pre-vetted, fee-only financial advisor

that cares about your priorities, your preferences, even your price points.

Also joining Pam and I is Marianella Collado, or Nella, as she likes to be called.

She's a certified financial planner or certified public accountant for Tobias Financial

Advisors. And Nella is here because she has extensive experience helping her clients navigate the topic of today, which is wealth transfers, inherences.

She's also very experienced in trusts. And we have a question later about that.

She's also one of Pam's favorite financial advisors. And through wealth ramp, clients have the opportunity to work with

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