Don't SPEND Your Windfall! PLAN For FUTURE Growth #shorts
15 Aug 2026 · 1 min
0:37
Catherine Bell walks through a financial planning example and invites viewers to ask questions about managing windfalls wisely.
Catherine Bell walks through a financial planning example and invites viewers to ask questions about managing windfalls wisely.
Can we— can I run an example up here on the screen real quick?
And it's good to—
If you have a question, go ahead and ask your question.
And I love that you're asking this. And it right now, it may feel like it doesn't matter, but I promise you in the future it's going to matter. Because when we go in and out of these deals and you have money, I don't want you to think, woohoo, I got a windfall. Now I can go buy, I don't know, like a bunch of shoes, right? Like what Clydes do. Plan for, yes, this profit is coming in and this profit needs to be allocated. We're going to offset the taxes and keep growing it, right?
