Sudden Money, Big Mistakes: The Windfall Playbook That Saves Your Future

Financial Safari with Coach Pete
18/10/2025 51 min
Sudden Money, Big Mistakes: The Windfall Playbook That Saves Your Future

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Episode Synopsis

Coach Pete and the Financial Safari team pull back the curtain on lottery wins and inheritances, revealing why sudden money disappears fast—and the simple, tax-smart moves that protect it. They break down dual residency for retirees (sunshine, maybe; surprise tax bills, definitely) and show how to fold windfalls into a comprehensive plan that pays you for life. Ready to turn “lucky” into lasting? Hit play and get a personalized game plan that fits your numbers.See omnystudio.com/listener for privacy information.

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