Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by [email protected] and Money Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] and Money Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

The hidden costs of inheritance

19:00
 
Share
 

Manage episode 498462649 series 2948234
Content provided by [email protected] and Money Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] and Money Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Balancing emotions, managing relationships, making practical financial decisions – dealing with an inheritance isn’t always simple.

On this episode of the Friends With Money podcast, Money’s Tom Watson is joined by Melody Edwards, a senior financial adviser at Evalesco, to discuss the hidden costs of inheritance and aligning a windfall with your financial goals.

00:00 Introduction

02:52 Emotional and relationship dynamics of inheritances

07:43 Practical advice for managing an inheritance

10:08 Short-term and long-term financial strategies for inheritances

16:32 Final thoughts and tips

18:13 Conclusion and farewell

#friendswithmoney #tomwatson #melodyedwards #inheritance

Listen on Apple Podcasts

Listen on Spotify

Money Website

YouTube Podcast Playlist

Email Us: [email protected]

Get stories like this in our newsletter: bit.ly/3GDirbR

See omnystudio.com/listener for privacy information.

  continue reading

246 episodes

Artwork
iconShare
 
Manage episode 498462649 series 2948234
Content provided by [email protected] and Money Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by [email protected] and Money Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Balancing emotions, managing relationships, making practical financial decisions – dealing with an inheritance isn’t always simple.

On this episode of the Friends With Money podcast, Money’s Tom Watson is joined by Melody Edwards, a senior financial adviser at Evalesco, to discuss the hidden costs of inheritance and aligning a windfall with your financial goals.

00:00 Introduction

02:52 Emotional and relationship dynamics of inheritances

07:43 Practical advice for managing an inheritance

10:08 Short-term and long-term financial strategies for inheritances

16:32 Final thoughts and tips

18:13 Conclusion and farewell

#friendswithmoney #tomwatson #melodyedwards #inheritance

Listen on Apple Podcasts

Listen on Spotify

Money Website

YouTube Podcast Playlist

Email Us: [email protected]

Get stories like this in our newsletter: bit.ly/3GDirbR

See omnystudio.com/listener for privacy information.

  continue reading

246 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play