
Windfall Money, Now what?
Hosted by: Laura Hawley Special guest: Kyle Cobia
June 22, 2016Host
Laura Hawley – CFP®, President at Allen & Company
Co-Host:
Kyle Cobia – AIF®, Financial Advisor at Allen & Company
Guest
Susan Bradley – CFP®, CeFT™, Founder of the Sudden Money Institute, and author of Sudden Money: Managing a Financial Windfall
Today’s show will discuss sudden Wealth through a major life event, the loss of a loved one, picking the right Lottery numbers or just becoming wealthy through years of hard work, and how to maintain and protect your new found Wealth. We will also visit with guest Susan Bradley, CFP®, CeFT™, Founder of the Sudden Money Institute, and author of Sudden Money: Managing a Financial Windfall.
In this episode we cover:
- Economic Compass (:51)
- Discuss how to become a Millionaire (6:14)
- The emotional side of becoming Wealthy through a tragic event (9:07)
- Acquiring wealth suddenly and the new money events scenarios (9:38)
- Guest Susan Bradley, CFP®, CeFT™, Founder of the Sudden Money Institute, and author of Sudden Money: Managing a Financial Windfall discussed how to deal and manage sudden Wealth (10:39)
- Importance of having a time of Transition when coming into sudden Wealth (20:43)
- First things to do when you know you have a big Financial change upcoming (23:20)
- The interesting experiences of Susan Bradley seen throughout the years as it relates to sudden wealth (29:43)
Links From the Show:
- CNN
- Dave Ramsey
- DOW
- NBC Nightly News
- NFL
- NFL Players Association
- NASDAQ
- New York Times
- Sudden Money Institute
- S&P
- Wall Street Journal
Books Mentioned in this Show:
- Sudden Money – Managing a Financial Windfall by Susan Bradley — Read More
- Millionaire Next Door by Thomas J Stanley, PH. D. — Read More
Connect with:
Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley
Kyle Cobia – AIF®, Financial Advisor at Allen & Company
Allen & Company – Kyle Cobia
LinkedIn – Kyle Cobia
Miami Hurricanes Sports – Kyle Cobia
Susan Bradley – CFP®, CeFT™, Founder of the Sudden Money Institute, and author of Sudden Money: Managing a Financial Windfall.
LinkedIn – Susan Bradley
Sudden Money Institute – Susan Bradley