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.