Sudden Wealth: Navigating Your Unexpected Windfall
Update: 2025-10-02
Description
Sudden windfall? Don't panic! A listener inherited $1.2 million and needs a plan. We explore safe investment strategies beyond money-market accounts, like CD ladders and treasury bills, while balancing long-term growth with stock market funds. Learn how to diversify, avoid risky products, and find a trustworthy financial advisor to secure your financial future.
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