Episode 32: How to Handle a Sudden Wealth Event

Sep 26, 2022

On this episode, Isaac Wright, CFP®, ChFC® and Kevin Buenvenida, CFP®, share some tips on how you can navigate a sudden wealth event from an inheritance or a lottery winning. In addition, Isaac and Kevin discuss the things you should consider to avoid common investing and tax mistakes.

Here are just a handful of the things that we'll discuss:

  • Cash flow challenges
  • Assets and debt
  • Insurance planning
  • Tax planning
  • Long-term planning
  • Protecting your privacy





EP 32 giveaway thumbnail

Get your complimentary copy of What Issues Should I Consider If I Experience A Sudden Wealth Event?