Managing a Windfall | Arrow Insights | Ep 05
In this episode of Arrow Insights, Peter Leggett and Mark O’Leary discuss the considerations when managing a windfall. They explore the concept of "money in transition" offering insights into the critical steps necessary for making sound financial decisions. From retirement planning to wealth preservation, this episode provides valuable advice for navigating the complexities that come with receiving a substantial sum of money.
Peter and Mark also delve into the importance of planning for longevity, ensuring that your wealth lasts through a lifetime and beyond. They highlight the essential role of strategic advice in achieving your financial goals, maintaining family harmony, and considering philanthropic pursuits. Whether you're downsizing, selling a business, or managing an inheritance, this discussion may be valuable for anyone looking to make the most of their financial windfall.
General Advice Warning:
Any general advice on this page does not take account of your personal objectives, financial situation and needs, and because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. Information contained on this page was correct at the time of posting.