How to Find an Advisor You Can Trust

Here are the insights you'll learn in this episode. First, a person who experiences a financial windfall will be in an emotional transition for up to five years. Second, if you’ve had a financial windfall, you need the help of a professional (such as a CFP or attorney) who is ALSO a coach and can help you through the process. Third, Michael Zolno mentioned the importance of community. For people experiencing Sudden Wealth Syndrome, it would be helpful to be connected to a community of others ...

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People who receive financial windfalls often lose the money. This podcast explores the reasons this happens and how it can be prevented. This is relevant to you if you have children or others who will be inheriting from you when you pass away. It is relevant if you expect to receive an inheritance. Or perhaps you will be receiving a windfall in another way, such as selling a company.