In this episode, we walk through four prudent steps to take if you receive a inheritance or other financial windfall.  Initially, receiving a large sum of money suddenly can be overwhelming.  We cover four key steps that include taking time to become mentally comfortable with the money before using it, focusing on pre-existing goals and more.  In addition, we discuss why it might be helpful to include a CPA, a financial planner, and a mental health professional on your team as you navigate how best to utilize your newfound assets.