Tips for Managing a Financial Windfall

Philip and Scott talk about how to be a good steward of a windfall. To begin, they share perspectives about how to handle your emotions in light of a sudden boost to wealth. They next discuss the financial best practices to follow after receiving a windfall. This episode touches on many areas of financial planning to consider or revisit. Perhaps most importantly, it also reminds us to be true to who we are, regardless of any windfall.