Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we’re focusing on relationships, communication, and the tools you can use to support yourself in confidently stepping into your money life as an inheritor. Without solid communication, the relationships in our lives can get a bit sticky. When an inheritance is involved, an additional charge makes it all the more crucial to build the skills we need to have those necessary conversations. 

Tune in to hear about: 

- The 2 tools Carrie recommends to navigate communication and relationships. 

- Limiting self-judgment in the face of patronization 

- The key relationships that an inheritor should prioritize 

- Leaving a legacy 

- The importance of asking questions 

Resources mentioned:

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Listen to Episode 17: The Aligned Inheritor - Finding Your Voice on Your Financial Journey

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Welcome to a brand new season of the Smart & Soulful Money® Podcast! We’re doing things a little differently this time around and diving deep into the real-life experiences of what it can be like for an inheritor as they navigate their financial transitions.  Major life shifts within an ever-changing world can result in some powerful inner shifts, as well. In this episode, Carrie is sharing an important experience that every Aligned Inheritor seems to go through and what suggestions she has for someone going through this phase of the experience. 

HIGHLIGHTS

• What is a Sudden Money Experience?
• How GoFundMe campaigns represent the newer sudden money, and the importance of building a trusted team to handle the windfall experience
• Susan talks about navigating the opportunity of sudden money as well as the challenges, particularly when someone receives a settlement from a traumatic event
• What are the phases of Transition? 
• Navigating COVID through the lens of transition
• How does a CeFT® support a client to Shape Change?
• Susan talks about challenging the SYSTEMS that can be attached to an inheritance, particularly for women, and the importance of asking questions and doing the work of moving forward to create change

RESOURCES MENTIONED IN THIS EPISODE

• Read Susan’s book - “Sudden Money: Managing a Financial Windfall” - https://suddenmoney.com/buy-the-book-sudden-money-managing-a-financial-windfall/
• Watch Susan’s TEDx Wilmington Women talk, “Change launches you into the next great chapter of your life, whether you like it or not” - https://www.youtube.com/watch?v=kcf7zbW1C7Y
• Learn more about Christina Baldwin - https://peerspirit.com/

Connect with Susan & Sudden Money® Institute:

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