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283. How to Manage a Sudden Money Windfall: IPOs, Business Sales, or Inheritance

A Wiser Retirement®
A Wiser Retirement®
Episode • May 19 • 33m

Receiving a large money windfall from an inheritance, business sale, IPO, or legal settlement can be life-changing, but it can also lead to costly mistakes if not handled wisely. Here’s how to take a thoughtful, strategic approach to ensure your newfound wealth supports long-term financial well-being.

Related Podcast Episodes:
- Ep 227: I’ve inherited $200k, what should I do?
- Ep 278: Avoid These Common Mistakes After Receiving a Large Inheritance

Related YouTube Videos:

- ​​Does inheritance count as income?
- Do you have to pay taxes on an inheritance?

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