Unexpected Windfalls: EDU #2021 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

from 2020-05-27T04:00:22

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Jim and Chris discuss a topic brought to us by a listener’s question: what are some strategies one should consider when faced with expected windfalls such as suddenly inheriting a large sum of money? *Note: Near the end of the episode, Jim and Chris failed to mention that there’s a 10% early withdrawal penalty if […]