Expert Tips for Handling a Financial Windfall
How to handle a financial windfall (inheritance, insurance, lottery, settlement, business or asset sale, etc.).
Business Inquiries: [email protected]
Well Built Wealth: https://www.wellbuiltwealth.ca/
------
Intro (0:00)
Smash Your Debt (0:59)
Slash Your Taxes (2:25)
Jack Up Your War Chest (4:32)
Reassess Your Goals (5:10)
Build Out A Game-Plan (6:32)
Quick Example (7:51)
------
DISCLAIMER: All videos on this channel (including this one) are for educational or entertainment purposes only. They are not (and are not intended to be) financial, investment or legal advice. It is our firm position that everyone has a unique situation and should seek professional advice on how best to navigate it. Rhys Martell is a Chartered Investment Manager (CIM), a Fellow of the Canadian Securities Industry (FCSI), a Qualified Associate Financial Planner (QAFP) and more. However, he is not registered to provide investment advice and, therefore, does not provide specific investment recommendations. Those looking for specific investment advice should seek out a registered professional.
Watch video Expert Tips for Handling a Financial Windfall online, duration hours minute second in high quality that is uploaded to the channel Well Built Wealth 18 July 2024. Share the link to the video on social media so that your subscribers and friends will also watch this video. This video clip has been viewed 14,829 times and liked it 522 visitors.
