Windfalls come in many forms from settlements to gifts, inheritances, life insurance proceeds — and even gambling winnings. Others can include big raises, equity compensation events, or property sales. Whatever your windfall, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, specialize in these critical money moments and are here to talk you through how you might want to navigate yours. From the first steps to consider taking to how this could impact you based on the generation you fall into, find out what you can do when a pile of money lands in your lap.

Have a money or tax question for us? Send it to podcast@fpfoco.com, and Jason or Regina might answer your question in a future episode! We’ll release a new one every other Thursday, and they’re ad-free for everyone — no subscription required.

Learn more about Financial Planning Fort Collins at pfoco.com, and be sure to subscribe to get the latest episodes in your favorite podcast feed! 

Jason Speciner and Regina Neenan are investment advisor representatives of Financial Planning Fort Collins, a registered investment advisor. 

The information in this podcast is provided for general educational and entertainment purposes only. It may not apply to you or your specific circumstances and should not be considered financial, investment, or tax advice. 

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