Tyler and Sahana talk about managing a windfall. A windfall is a large, and sometimes unexpected financial gain. Common windfalls include inheritance, sale of property or business, salary bonus or winning a lottery. Tyler and Sahana discuss things to think about when receiving a windfall such as savings, potential taxes, emergency funds, charitable and family gifting, paying of debts, long-term savings, and splurging a little on your good fortune. Reach out to us (podcast@lvmcapital.com) and let us know how you would handle an inheritance.
top of page
.jpg)
Search
Recent Posts
See AllTyler and Chuck sit down to discuss College planning. The discussion begins with having the end in mind by knowing the current costs of college and the expected future costs of college. We review aver
71
Tyler and Jordan are back to discuss interest rates, the fixed income market, the stock market, and recent earnings developments. Below are the charts referenced in the podcast:
104
Tyler and Jordan discuss stock market returns to start 2023, historical returns in the fourth quarter after poor returns in August and September, investing for the longer-term, improving yields for fu
49
bottom of page