Receiving an inheritance, life insurance payout, business sale, or other significant windfall can feel like you've been dropped into the middle of the ocean.
There's relief, there's uncertainty, and suddenly, everyone seems to have an opinion about what you should do next.
In this week's Investment Friday, Hannah and Brad discuss why one of the biggest financial mistakes people make after a major wealth event isn't making the wrong investment—it's leaving substantial amounts of money sitting in cash for years because they're afraid to make any decision at all.
The conversation also explores the latest market update, including inflation, Federal Reserve policy, AI investing, and whether the current excitement around artificial intelligence resembles a market bubble.
Learn about:
Market update: inflation, the Federal Reserve, and what to watch in next week's CPI and PPI reports
Is artificial intelligence in a bubble? The current state of AI investing and why the infrastructure buildout is still in its early stages
What to do after receiving an inheritance, life insurance payout, or other significant financial windfall
Why leaving large amounts of money in cash can become one of the biggest long-term financial mistakes
How inflation quietly erodes purchasing power—and why investing is often the better long-term strategy
Dollar-cost averaging, diversification, and creating an investment plan that balances growth with peace of mind
The emotional side of money: how grief, fear, and uncertainty influence financial decisions after major life events
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning. Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | [email protected] | x2wealthplanning.com