Equipping families with unbiased insights to help them make better financial choices.
Equipping families with unbiased insights to help them make better financial choices.
Whether it's an inheritance, a bonus, or selling a home, sudden wealth can be both a blessing and a challenge. This episode of The Family Finance Podcast walks you through how to handle financial windfalls wisely, avoid common mistakes, and build long-term security. Learn how to turn a one-time gain into lasting impact.
DISCLAIMERS & DISCLOSURES Ben Lex is a financial advisor but does not give financial, legal, or tax advice through this podcast. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.
