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In this episode, Jerry lays out a clear, practical game plan for what to do after a life-changing financial windfall. Whether you've hit the jackpot yourself or you're advising a client who has, let's walk through the essential first steps. From staying grounded to assembling the right team and making smart, long-term decisions. Don't let sudden wealth become a sudden problem for you or for one of your clients.
By BIF Crew4.9
9191 ratings
In this episode, Jerry lays out a clear, practical game plan for what to do after a life-changing financial windfall. Whether you've hit the jackpot yourself or you're advising a client who has, let's walk through the essential first steps. From staying grounded to assembling the right team and making smart, long-term decisions. Don't let sudden wealth become a sudden problem for you or for one of your clients.

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