Sudden Money, Big Mistakes: The Windfall Playbook That Saves Your Future
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Sudden Money, Big Mistakes: The Windfall Playbook That Saves Your Future
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About this listen
Coach Pete and the Financial Safari team pull back the curtain on lottery wins and inheritances, revealing why sudden money disappears fast—and the simple, tax-smart moves that protect it. They break down dual residency for retirees (sunshine, maybe; surprise tax bills, definitely) and show how to fold windfalls into a comprehensive plan that pays you for life. Ready to turn “lucky” into lasting? Hit play and get a personalized game plan that fits your numbers.
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