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.
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See AllTyler and Chuck discuss the recently passed SECURE 2.0 Act by congress and some of its benefits for retirement savers. Some key takeaways include, Required Minimum Distribution (RMD) age increasing to
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Tyler and Chuck sit down to review a NAPFA (National Association of Personal Financial Advisors) conference presentation by Bob Morrison attended by Chuck at the fall conference. We pull out and disse
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