206. What no one tells you about inheritances (and how to get it right)

Receiving an inheritance can be a highly emotional time. The guilt, the pressure, and the fear of getting it wrong can be a lot.

In this episode, Tash and Ana sit down with financial advisor Jess, to unpack the messy mix of money and emotion that comes with receiving or giving an inheritance. Jess opens up about losing her dad young, inheriting money at 18, and the mindset shift that helped her turn that legacy into her first home. It’s a raw, real conversation about what it means to honour where money comes from and how to make it work for your future.

They also dive deep into what a financial advisor really does, why so many people wait until it’s too late to get help, and how the right advice can save you hundreds of thousands of dollars.

From early inheritances to family expectations, prenups, and the gender dynamics of wealth, this episode will leave you thinking about ways to use money intentionally.

Guest - Jess Bell, Senior Adviser

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Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Natasha Etschmann is an Authorised Representative 1299881 of Guideway Financial Services Pty Ltd AFSL 420367. Read the FSG available from https://tashinvests.com/links

Pearler is an Authorised Representative 1281540 of Sanlam Private Wealth Pty Ltd AFSL 337927. Read the FSG available from https://pearler.com/financial-service...

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.