The Australian Finance Podcast
What to do if you receive an inheritance.
With an estimated $3.5 trillion expected to change hands in Australia over the coming decades, more people will be navigating the financial and emotional realities of receiving an inheritance.
This conversation is packed with practical tips and deep emotional insights.
Together, Betsy and Gemma explore:
The emotional weight of receiving a financial legacy
How to manage family dynamics and partner expectations
What to do first (hint: it’s not investing!)
How to seek the right advice and build a trusted team
What happens if you're not expecting an inheritance