ThimbleberryU

What To Do When You Get a Windfall


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Today, Amy Walls from Thimbleberry Financial joins Jon Gay to talk about windfalls - money that comes to you suddenly, often unexpectedly. This can be an inheritance, settlement, or even lottery winnings.

70 percent of people who come into sudden money deplete those funds within a few years, so today Amy walks us through steps to avoid windfall pitfalls.

  • Plan ahead
  • Be honest, not manipulative
  • Put a strong team in place
  • Make a wish list
  • Keep quiet!
  • Save appropriately
  • Take responsibility for mistakes.

For help with your financial future, contact Amy Walls at Thimbleberry Financial:

https://thimbleberryfinancial.com/

Or call: 503-610-6510

To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

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ThimbleberryUBy Amy Walls

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