Managing a financial windfall


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May 15 2024 17 mins   2
Receiving a windfall can come in many forms, a lottery win, an inheritance, business sale, or a real estate sale.
In this episode of Conversations on Wealth, host Sarah Widmeyer and Ryan Knipfel, senior financial planner at Richardson Wealth talk about how important it is to have a strategic financial plan if you come into sudden money – either expectedly or unexpectedly – so you can manage your wealth wisely.