Latest / Financial Safari with Coach Pete
Lottery Wins, Inheritances, and a Plan for Sudden Wealth
Coach Pete and the team discuss the financial decisions that follow a lottery win or inheritance. They explore taxes, dual residency, and the importance of fitting a windfall into a comprehensive retirement plan before making major spending commitments.
Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.
See omnystudio.com/listener for privacy information.
The skinny
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