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1716: Ask Farnoosh: How to Not Waste a Windfall (Encore)
Publisher |
CNET.com
Media Type |
audio
Categories Via RSS |
Business
Business News
Entrepreneurship
News
Publication Date |
Aug 30, 2024
Episode Duration |
00:47:37

Today’s show is about managing and making the most of an inheritance and other windfalls. The Great Wealth Transfer is unfolding, with a record number of assets passed down from generation to generation. Members of our audience have specific questions about this, and to help answer our questions, we have Pam Krueger, who is the founder of Wealthramp, a platform that matches you with qualified, pre-vetted, fee-only financial advisors that fit your priorities and preferences. Visit Wealthramp.com/farnoosh to learn more. Also joining is Marienela Collado, CFP and CPA for Tobias Financial Advisors.

This episode aired originally on July 12, 2024.

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