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Podcast: Money with Alpha
Episode: Ep195 - Inheritance and How to Manage a Lump Sum
Description: Receiving an inheritance or lump sum can feel overwhelming, especially when it arrives during a deeply emotional time. In this episode of Money with Alpha, I share my personal experience navigating an inheritance following my father's passing, along with six grounded principles to help you approach lump sums with clarity, intention, and self-trust. We explore: Why you don't need to rush big money decisions The emotional side of receiving an inheritance Tax, asset protection, and portfolio considerations How to approach investing without pressure or panic ...