Money with Alpha

Ep195 - Inheritance and How to Manage a Lump Sum


Listen Later

Receiving an inheritance or lump sum can feel overwhelming, especially when it arrives during a deeply emotional time.

In this episode of Money with Alpha, I share my personal experience navigating an inheritance following my father's passing, along with six grounded principles to help you approach lump sums with clarity, intention, and self-trust.

We explore:

  1. Why you don't need to rush big money decisions

  2. The emotional side of receiving an inheritance

  3. Tax, asset protection, and portfolio considerations

  4. How to approach investing without pressure or panic

  5. Why kindness toward yourself is essential during this season

Whether you're dealing with an inheritance now, or want to be prepared for the future, (either being the recipient or bequeather) this episode will help you feel calmer, clearer, and more confident.

🎧 Listen now and save this episode for when you need it most.

...more
View all episodesView all episodes
Download on the App Store

Money with AlphaBy Alpha Schulte