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Kandungan disediakan oleh Farnoosh Torabi. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Farnoosh Torabi atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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1716: Ask Farnoosh: How to Not Waste a Windfall (Encore)

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Manage episode 437001101 series 1315400
Kandungan disediakan oleh Farnoosh Torabi. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Farnoosh Torabi atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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.

  continue reading

1778 episod

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iconKongsi
 
Manage episode 437001101 series 1315400
Kandungan disediakan oleh Farnoosh Torabi. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Farnoosh Torabi atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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.

  continue reading

1778 episod

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