Skip to content
Artwork for The Wealth Equation
The Wealth Equation · May 8 · 15 min

What to do with your Inheritance

Coming into a large sum of money whether through an inheritance or divorce, can feel overwhelming, emotional, and even a little scary. In this episode, I walk you through how to actually think about that money so you don’t avoid it, mismanage it, or leave massive growth on the table. The way you handle this moment will determine whether this becomes a missed opportunity… or one of the most powerful wealth-building decisions you ever make. Tune in to learn: Why fear is one of the first things that comes up with a lump sum and why women tend to go “head in the sand” about it Why a large amount of money sitting unoptimized is actually costing you money every single day Why it doesn’t matter how investments performed in the past, but whether they’re the best place for your money going forward Why holding onto losing investments to avoid capital gains taxes doesn’t make logical sense How to simplify and confidently rebuild your portfolio in a way that actually supports your goals 💰 WORK WITH ME: 🚀 The 7 Figure Portfolio: a 6 week accelerator to 2-3X your investment returns + build a low maintenance portfolio on track for 7 figures without a Wall Street dude. DM me on IG or FB with '7-FIG' 💰Join the Compounding Queens Secret Telegram here: https://t.me/compoundingqueens Facebook - https://www.facebook.com/kristenwonch Instagram - https://www.instagram.com/kristenwonch.xox Email: kristen@kristenwonch.com

0:00-15:41

transcript

No transcript — this publisher did not publish one.

show notes

Coming into a large sum of money whether through an inheritance or divorce, can feel overwhelming, emotional, and even a little scary.

In this episode, I walk you through how to actually think about that money so you don’t avoid it, mismanage it, or leave massive growth on the table.

The way you handle this moment will determine whether this becomes a missed opportunity… or one of the most powerful wealth-building decisions you ever make.

Tune in to learn:

  • Why fear is one of the first things that comes up with a lump sum and why women tend to go “head in the sand” about it
  • Why a large amount of money sitting unoptimized is actually costing you money every single day
  • Why it doesn’t matter how investments performed in the past, but whether they’re the best place for your money going forward
  • Why holding onto losing investments to avoid capital gains taxes doesn’t make logical sense
  • How to simplify and confidently rebuild your portfolio in a way that actually supports your goals

💰 WORK WITH ME:
🚀 The 7 Figure Portfolio: a 6 week accelerator to 2-3X your investment returns + build a low maintenance portfolio on track for 7 figures without a Wall Street dude. DM me on IG or FB with '7-FIG'

💰Join the Compounding Queens Secret Telegram here: https://t.me/compoundingqueens

Facebook - https://www.facebook.com/kristenwonch
Instagram - https://www.instagram.com/kristenwonch.xox
Email: kristen@kristenwonch.com

links2