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Horizon Adviser Unleashed Podcasts – Episode #68 How Do I Prepare for an Upcoming Settlement?

September 14, 2022

Ryan and Andrew discuss how to prepare to receive a settlement or lump sum of money. There all different ways people receive chunks of money. Sometimes it could be a divorce, or someone dies and leaves an inheritance. You could win the lottery, sell a business or property. These settlements could come from a lawsuit. No matter how you receive the monies there is a lot to think about. You may only have one chance to make the right decisions. Listen in to see what steps you should take and what you should be thinking about. 

Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Horizon Advisers is not a subsidiary of nor controlled by Cetera. Tax services are provided by Horizon Advisers. Cetera Advisor Networks does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Advisor Networks does not provide tax nor accounting services. 5455 Corporate Dr. Suite 306 Troy, MI 48098