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Indhold leveret af Farnoosh Torabi. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Farnoosh Torabi eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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
Indhold leveret af Farnoosh Torabi. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Farnoosh Torabi eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

1779 episoder

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iconDel
 
Manage episode 437001101 series 1315400
Indhold leveret af Farnoosh Torabi. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Farnoosh Torabi eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

1779 episoder

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