Join us on the Complete Wealth Management Podcast, Episode 19, where Certified Financial Planners and Tax Experts Dave Alison, Conrad Levesque, and David Roth delve into considerations, planning, and strategies for a sudden financial windfall. Whether you’ve received an inheritance, sold a business, or cashed out stock options, this episode provides essential considerations for managing your financial windfall.
➡️ Key Topics Covered:
Join us as we unravel the complexities of financial windfalls, debunk myths, and provide evidence-based insights. Whether you’re a seasoned investor or new to wealth management, this episode offers valuable guidance.
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