Case Study – What to do with a $250k windfall?

In today’s episode, Anthony and Cameron walk our listeners through a case study that features a couple in their early 60’s that received a $250,000 windfall and were wondering what to do with it.

Cameron and Anthony break down this case study into four parts:

(1) Back Story
(2) Policy Design
(3) Case-Specific Considerations
(4) How they plan on using the cash value moving forward

Enjoy this week’s episode!!!

Schedule your 15-minute call
with Anthony or Cameron.


Case Study – Meeting Notes

Case Study – Policy Comparisons