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.
主持人與嘉賓
資料
- 節目
- 頻率每日更新
- 發佈日期2024年8月30日 上午7:00 [UTC]
- 長度48 分鐘
- 分級兒童適宜