PODCAST WITH EVALESCO

The emotional load of an inheritance

In this episode of the Healthy, Wealthy, and Happy Podcast, host Jeff is joined by Senior Financial Adviser Melody and an Associate Adviser, Amber to explore the emotional and financial complexities of receiving an inheritance. Often received during a time of grief, an inheritance carries an emotional weight that can make decision-making overwhelming.

The discussion unpacks the challenges of balancing the legacy of a loved one with personal financial goals, navigating family dynamics, and avoiding common mistakes or regrets. Melody and Amber share thoughtful advice on how to prepare emotionally, handle sensitive conversations, and take practical first steps after receiving an inheritance.

Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before acting on any of the information included in this article you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Any references to past investment performance are not an indication of future investment returns. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product.

Prepared by Evalesco Financial Services Pty Ltd Corporate Authorised Representative No. 325313, ABN 23 962 645 633 of The Principal Edge Pty Ltd AFS Licence 225029, ABN 82 003 710 26382 003 710 263

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