Inherited $1.8M at 35: What To Do With Windfall #shorts #podcast #wealthmanagement #inheritance

My trust terminated when I turned 35, and now I have $18 million. I don't know what to do with it. Oh, wow. He had no preparation. He had no— he was totally disengaged from this lump sum that he was treating like it was some sort of tsunami. He had no integration with it. And, you know, they didn't tell us how to deal with that at the College for Financial Planning. So, I thought, well, if he's having these challenges, there must be other inheritors who are having these challenges. And I put together a workshop for people who've inherited enough that paid work doesn't make a difference in their life. 'Cause if you don't have to make money, then you have the luxury of doing nothing or having it interfere with your life or whatever. So that was the seminal event that created the specialty of working with people with large inheritances. Hmm.