EPISODE · Feb 23, 2021 · 15 MIN
What You Need to Know Before Coming Into a Large Sum of Money
from Ready For Retirement · host James Conole, CFP®
Our topic on this episode of the Ready for Retirement podcast is about what you need to know when you receive a windfall (inheritance, gift, high income year, etc). Questions answered: What do I need to know when I receive a large sum of money all at once? What should I be considering as I’m expecting a large sum of money? When is the best time to invest those funds? What other considerations may impact my overall financial strategy?Are you ready to start focusing on the things that truly matter when it comes to your financial future?LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
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Our topic on this episode of the Ready for Retirement podcast is about what you need to know when you receive a windfall (inheritance, gift, high income year, etc). Questions answered: What do I need to know when I receive a large sum of money all at once? What should I be considering as I’m expecting a large sum of money? When is the best time to invest those funds? What other considerations may impact my overall financial strategy? Are you ready to start focusing on the things that tr...
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What You Need to Know Before Coming Into a Large Sum of Money
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