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Sudden Wealth: 4 Big Mistakes to Avoid When Inheriting Money or Selling a Business

Sudden Wealth: 4 Big Mistakes to Avoid When Inheriting Money or Selling a Business

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 Sudden Wealth is one of the biggest financial transitions you’ll ever face—so don’t go it alone. Whether from an inheritance, business sale, lottery win, or settlement, a financial windfall can change your life—and not always in the way you expect.

In this episode of The Great Wealth Transfer, financial advisor David Pulcini, CFP®, shares:

  • The 4 most common mistakes people make after receiving sudden wealth
  • How to avoid taxes, scammers, and poor decisions
  • The 5-step framework to turn a windfall into lifelong financial security
  • Emotional traps like guilt, identity changes, and family pressure
  • Real-life stories and strategies you can use today
Learn how to handle a windfall with purpose and build a lasting legacy.

Need personalized guidance? Let’s talk.
→ Book a 20-minute intro call:
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Email: dpulcini@sixpointfp.com
Call: 585-485-0947

Subscribe to The Great Wealth Transfer for real-life strategies on inheritance, taxes, and legacy planning.

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