Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.
“Just came into money? The best first move is to do very little. Park it and breathe.”
“Inherited your parent's IRA? You likely have 10 years to empty it. Plan the taxes now.”
“Inherited a house? The step-up in basis may mean selling costs little in tax.”
“Received a settlement? Whether it's taxable depends on what it was for.”
“Won a lottery or prize? Lump sum or annuity is the first decision. Get help before you choose.”
“Since the money arrived, everyone needs a loan. Having a policy makes it easier.”
“Paying off the mortgage feels great. Make sure it's the best use of the money first.”
“Thinking of quitting now that you have money? Run how long it really lasts.”
“Sold the business and the check cleared? You've gone from owner to investor overnight.”
“Feel guilty or anxious about the money? That's common, and a plan helps.”
Make a video about one See advisors for people with sudden wealth or an inheritance
General education, not financial advice. Check rules and figures against current law before you publish.