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

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Content provided by Farnoosh Torabi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Farnoosh Torabi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

1778 episoade

Artwork
iconDistribuie
 
Manage episode 437002023 series 2476170
Content provided by Farnoosh Torabi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Farnoosh Torabi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

1778 episoade

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