Expert Tips for Handling a Financial Windfall
How to handle a financial windfall (inheritance, insurance, lottery, settlement, business or asset sale, etc.).
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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)
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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.
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