The Ascent with Crestmont Private Wealth - Sudden Wealth Syndrome
No se pudo agregar al carrito
Add to Cart failed.
Error al Agregar a Lista de Deseos.
Error al eliminar de la lista de deseos.
Error al añadir a tu biblioteca
Error al seguir el podcast
Error al dejar de seguir el podcast
The Ascent with Crestmont Private Wealth - Sudden Wealth Syndrome
-
Narrado por:
-
De:
Acerca de esta escucha
Understanding Sudden Wealth Syndrome: Managing Unexpected Financial Windfalls
In this episode of 'The Ascent with Crestmont Private Wealth,' Alec Walker, EVP of Financial Planning, and CEO Sam McGee discuss the psychological and emotional challenges of Sudden Wealth Syndrome. They explore how unexpected financial windfalls, such as inheritances, lottery wins, or large contracts, can lead to stress, guilt, anxiety, and impulsive spending. The discussion also highlights the importance of financial literacy, planning, and surrounding oneself with a trusted advisory team to effectively manage new-found wealth.
Original Air Date: May 17, 2025 as heard on Boerne Radio 103.9FM
Contact: https://crestmontpw.com
Houston Office: 832-280-5288 / Boerne Office: 830-369-2898
- 00:00 Introduction to the Ascent Podcast
- 00:21 Understanding Sudden Wealth Syndrome
- 01:26 Psychological and Emotional Effects
- 01:53 Examples and Real-Life Scenarios
- 05:25 Causes and Contributing Factors
- 07:19 Navigating Sudden Wealth
- 09:29 Planning for Inheritance and Wealth Transfer
- 11:49 Crestmont's Family Billing Structure
- 13:10 Conclusion and Contact Information
See omnystudio.com/listener for privacy information.