Episode 46: How to Steward Your Inheritance Well

by Financial Design Studio, Inc. / June 21, 2024

In this episode, we pick up from episode 45 on how to steward inheritances well. Once the money is in your account, how to do process the emotions and decide where to put that money now?

Take a listen right here, or head over to your favorite steaming platform!

Key Moments

1:49 How to process receiving an inheritance

16:29 What’s the right use of inherited funds?

26:04 How to give from an inheritance

39:40 Closing thoughts

Links Related to Stewarding Your Inheritance

Listen to part one of this conversation in episode 45, “Understanding the Inheritance Process.”

Wondering what your next steps are? Find our Estate Planning Checklist here!

To learn more about each role, listen to episode 25, where we interview Heather Walser, an estate planning attorney.

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about money. We’ll see you in the next episode.