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This week Damon and Matt discuss the first move you should make if you win the lottery or come into an inheritance. Plus, the one big part of coming into a lot cash that most people are not prepared for (and no, it's not the new family members just found).
Plus, what's a retirement check up? Is it like going to the doctor? Is it even necessary if you already have an advisor?
For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.
By Damon Roberts, Matt Deaton4.9
1313 ratings
This week Damon and Matt discuss the first move you should make if you win the lottery or come into an inheritance. Plus, the one big part of coming into a lot cash that most people are not prepared for (and no, it's not the new family members just found).
Plus, what's a retirement check up? Is it like going to the doctor? Is it even necessary if you already have an advisor?
For more information on Acute Wealth Advisors or to schedule an appointment, visit www.successinthenewretirement.com
See omnystudio.com/listener for privacy information.

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