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

Complete Wealth Management With Dave Alison

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:

1. Retirement Planning: Explore how to make the most of your newfound wealth while securing your future.
2. Tax Management: Understand the tax implications of your windfall and strategize accordingly.
3. Creating Cashflow: Learn how to generate income from your assets to sustain your lifestyle.
4. Inflation Impact: Consider the long-term effects of inflation on your income.
5. 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.

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Advisory services are provided through Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). Views expressed herein represent the opinions of PCA and are not intended to predict or depict performance of any particular investment.
All data provided, including any reference to specific securities or sectors, is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation, or recommendation to purchase any security. Consider your investment objectives, risks, charges and expenses before investing. These views are as of the date of this publication and are subject to change. Past performance is no guarantee of future performance.

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1. Introduction to Episode: Avoiding Mistakes with a Financial Windfall (00:00:00)

2. What Would an Early Retirement or Work Optional Lifestyle Look Like? (00:03:55)

3. Everything Comes Down to Cash Flow! (00:08:47)

4. Do I Have Enough to Retire: The Impact of Inflation (00:11:10)

5. Two Big Expenses to Account for When Retiring Early (00:14:00)

6. Incorporating Charitable Giving into Your Plan (00:17:42)

7. Top List of Considerations: Goals and Objectives, Cash Flow, Investment Portfolio, Taxes, and Healthcare (00:22:22)

8. Planning for a Substantial Windfall: Multi-Generational Planning (00:25:32)