Sudden Wealth: 4 Big Mistakes to Avoid When Inheriting Money or Selling a Business

Sudden Wealth is one of the biggest financial transitions you’ll ever face—so don’t go it alone. Whether from an inheritance, business sale, lottery win, or settlement, a financial windfall can change your life—and not always in the way you expect.

In this episode of The Great Wealth Transfer, financial advisor David Pulcini, CFP®, shares:

• The 4 most common mistakes people make after receiving sudden wealth
• How to avoid taxes, scammers, and poor decisions
• The 5-step framework to turn a windfall into lifelong financial security
• Emotional traps like guilt, identity changes, and family pressure
• Real-life stories and strategies you can use today

Learn how to handle a windfall with purpose and build a lasting legacy.

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