Navigated to Managing a financial windfall

Managing a financial windfall

May 15, 2024
17 mins

Episode Description

Receiving a windfall can come in many forms, a lottery win, an inheritance, business sale, or a real estate sale.
In this episode of Conversations on Wealth, host Sarah Widmeyer and Ryan Knipfel, senior financial planner at Richardson Wealth talk about how important it is to have a strategic financial plan if you come into sudden money – either expectedly or unexpectedly – so you can manage your wealth wisely.
See all episodes

Never lose your place, on any device

Create a free account to sync, back up, and get personal recommendations.