Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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1695: Ask Farnoosh: Managing Financial Windfalls: Inheritances, Severances and More
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Manage episode 428554337 series 2476170
Content provided by Farnoosh Torabi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Farnoosh Torabi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Today’s show is about managing and making the most of an inheritance and other windfalls. The Great Wealth Transfer is unfolding, with a record number of assets passed down from generation to generation. Members of our audience have specific questions about this, and to help answer our questions, we have Pam Krueger, who is the founder of Wealthramp, a platform that matches you with qualified, pre-vetted, fee-only financial advisors that fit your priorities and preferences. Visit Wealthramp.com/farnoosh to learn more. Also joining is Marienela Collado, CFP and CPA for Tobias Financial Advisors.
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continue reading
1730 episodes
MP3•Episode home
Manage episode 428554337 series 2476170
Content provided by Farnoosh Torabi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Farnoosh Torabi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Today’s show is about managing and making the most of an inheritance and other windfalls. The Great Wealth Transfer is unfolding, with a record number of assets passed down from generation to generation. Members of our audience have specific questions about this, and to help answer our questions, we have Pam Krueger, who is the founder of Wealthramp, a platform that matches you with qualified, pre-vetted, fee-only financial advisors that fit your priorities and preferences. Visit Wealthramp.com/farnoosh to learn more. Also joining is Marienela Collado, CFP and CPA for Tobias Financial Advisors.
…
continue reading
1730 episodes
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