Today we’re talking about what to do when things go right, whether it’s a windfall, a surprise, or an unexpected financial event. Because good fortune without a plan can unravel faster than you'd expect. Dennis covers five situations that might look like pure luck from the outside but shows you exactly what needs to happen next to protect yourself. The people who make the most of good fortune aren't necessarily the luckiest, they're just the most prepared.

Here’s some of what we discuss in this episode:

💸 Winning the Lottery: Initial reactions and planning

🎯 Taxes and Planning: Managing the tax hit after a windfall

🏢 Acquisition Payouts: Handling company acquisition and stock options

🕊️Inheritance Management: Balancing grief, emotion, and smart decisions

🏠 Home Equity: Maximizing home value and managing real estate markets

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