The Money Pig Podcast
The Money/Financial PIG Podcast brought to you by Goodwin Investment Advisory where our Mission is to lead people to Financial Peace, Independence and Generosity.
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The Money Pig Podcast
Episode 97 - Liquidation events
Sudden wealth? Whether it’s from selling a business, receiving an inheritance, hitting it big with a stock, or another unexpected event, don’t let it overwhelm you or disappear too fast.
In this episode of The Money Pig Podcast, Tim Goodwin and Joe Beckford share how to navigate a windfall with clarity and confidence. They discuss the emotional highs and lows that come with instant wealth, plus the most common mistakes people make—like overspending too quickly, “going public” before you’re ready, and making big moves without a plan.
You’ll also learn:
- Smart tax strategies to help you keep more of what you’ve earned
- Privacy & estate planning tips to safeguard your wealth and relationships
- Why building the right team (advisor, CPA, estate attorney) is essential
- How to turn a one-time financial event into a lifetime of peace, independence, and generosity
Whether your sudden wealth is a happy surprise or comes from a challenging life change, this conversation will help you steward it wisely and align it with your values.
Tune in and discover how to make your money work for you—without letting it run away from you.
Read the blog that inspired this episode and download the guide:
Blog Link: https://www.goodwininvestment.com/navigating-a-sudden-wealth-event/
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Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the ecurities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice