Notas del episodio
In this episode of Becoming Work Optional, Matt and Rachael discuss what to do when receiving a large bonus or windfall. They emphasize the importance of tax planning and working with a team of professionals, including a CPA and estate attorney. They also highlight the need to consider personal values and goals when deciding how to allocate the funds, and to take time to celebrate and reflect on the purpose going forward.
Key Points Discussed:
- When receiving a large bonus or windfall, it is important to plan ahead for taxes and allocate a portion of the money for taxes.
- It is advisable to wait and take time to digest the windfall before making any hasty decisions or investments.
- Before taking action, it is essential to consider your values and goals to determine how you want to use the money to make an impa ...