Maximizing Financial Windfalls: Avoid Mistakes with Inheritance, Stock Liquidity, or Business Sale [Video]

➡️Join us on the Complete Wealth Management Podcast, Episode 19, where Certified Financial Planners and Tax Experts Dave Alison, Conrad Levesque, and David Roth delve into considerations, planning, and strategies for a sudden financial windfall. Whether you’ve received an inheritance, sold a business, or cashed out stock options, this episode provides essential considerations for managing your financial windfall.

✅ Key Topics Covered:

➡️ Retirement Planning: Explore how to make the most of your newfound wealth while securing your future.
➡️ Tax Management: Understand the tax implications of your windfall and strategize accordingly.
➡️ Creating Cashflow: Learn how to generate income from your assets to sustain your lifestyle.
➡️ Inflation Impact: Consider the long-term effects of inflation on your income.
➡️ Legacy and Charitable Planning: Discover ways to leave a lasting impact through philanthropy.

Join us as we unravel the complexities of financial windfalls, debunk myths, and provide evidence-based insights. Whether you’re a seasoned investor or new to wealth management, this episode offers valuable guidance.

Subscribe now to the Complete Wealth Management Podcast and unlock the secrets to maximizing your financial potential! 🌟

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Chapters:
00:00 Introduction to Episode: Avoiding Mistakes with a Financial Windfall
03:55 What Would an Early Retirement or Work Optional Lifestyle Look Like?
08:47 Everything Comes Down to Cash Flow!
11:10 Do I Have Enough to Retire: The Impact of Inflation
14:00 Two Big Expenses to Account for When Retiring Early
17:42 Incorporating Charitable Giving into Your Plan
22:22 Top List of Considerations: Goals and Objectives, Cash Flow, Investment Portfolio, Taxes, and Healthcare
25:32 Planning for a Substantial Windfall: Multi-Generational Planning
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📚 Disclaimer:
Investment advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). The views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
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