1695: Ask Farnoosh: Managing Financial Windfalls: Inherit...

What this episode covers

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.Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of So Money with Farnoosh Torabi?

This episode is 49 minutes long.

When was this So Money with Farnoosh Torabi episode published?

This episode was published on July 12, 2024.

What is this episode about?

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...

Can I download this So Money with Farnoosh Torabi episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.