The Wealth Equation

What to do with your Inheritance

Episode Summary

Coming into a large sum of money whether through an inheritance or divorce, can feel overwhelming, emotional, and even a little scary. In this episode, I walk you through how to actually think about that money so you don’t avoid it, mismanage it, or leave massive growth on the table. The way you handle this moment will determine whether this becomes a missed opportunity… or one of the most powerful wealth-building decisions you ever make.

Episode Notes

Coming into a large sum of money whether through an inheritance or divorce, can feel overwhelming, emotional, and even a little scary.

In this episode, I walk you through how to actually think about that money so you don’t avoid it, mismanage it, or leave massive growth on the table.

The way you handle this moment will determine whether this becomes a missed opportunity… or one of the most powerful wealth-building decisions you ever make.

Tune in to learn:

• Why fear is one of the first things that comes up with a lump sum and why women tend to go “head in the sand” about it
• Why a large amount of money sitting unoptimized is actually costing you money every single day
• Why it doesn’t matter how investments performed in the past, but whether they’re the best place for your money going forward
• Why holding onto losing investments to avoid capital gains taxes doesn’t make logical sense
• How to simplify and confidently rebuild your portfolio in a way that actually supports your goals