Welcome to the Curio Wealth Podcast, your gateway to a world of financial wisdom, wealth management insights, and real life stories. Whether you’re a seasoned professional looking to fine-tune your retirement or a young family eager to learn the ropes, our podcast is your trusted resource. With engaging discussions, experienced interviews, and actionable advice, we’re here to empower you on your wealth-building adventure. Tune in to the Curio Wealth Podcast and take the first step towards a more secure and prosperous financial future.
While some people accumulate wealth over time, others realize it more suddenly, whether through an inheritance or another windfall. What are the immediate steps the latter should take to better position themselves financially? What new financial options and issues may arise as a result of their increased funds? Host Liz Gillette, CFP®, and Co-Host Stefan Revelo, CFP®, EA, discuss this episode.
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