Episode 57: Good Problems Still Require Strategic Thinking

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.
Run Time: 27:10

In this episode of “Conversations with Curio,” Founder and Senior Advisor Liz Gillette, CFP®, and Associate Financial Advisor Stefan Revelo, CFP®, EA, discuss the “good problems” that may accompany increased funds. If you suddenly inherit or earn a large sum of money, what new financial moves can and should you make? How can an advisor help you navigate a drastic change in your financial situation?

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