))
EP19: Wendy Wright: Talking about talking about it with a Financial Therapist
Manage episode 515304651 series 3649577
When grief and money collide, inheritance can stir up more than financial questions. It can surface old emotions, family patterns, and the deeper stories we carry about what wealth means.
Justin Weidenfeld sits down with Wendy Wright, a financial therapist and wealth transfer communication specialist, to talk about why so many people experience inheritance as a burden and what it takes to shift that experience into something meaningful. What happens when we slow down long enough to understand our personal money story? How does clearer family communication change the way wealth is passed on?
Wendy shares how every wealth transfer tells two stories: the one written in numbers and the one written in values, beliefs, and love. Through open, intentional conversations, she shows how families can replace secrecy and stress with honesty and connection. This episode invites you to rethink inheritance as an act of emotional clarity, one that can strengthen relationships, honor legacy, and create genuine peace of mind.
Episode Breakdown:
00:00 Money And Loss: Why Grief Shapes Financial Choices
02:20 Meet Wendy Wright: Financial Therapy And Wealth Transfer
07:36 How Grief Drives Money Decisions And Behavior
15:18 Why Pausing Major Decisions After Loss Matters
22:15 Expected vs Unexpected Inheritance And Family Communication
24:39 Who Owns This Money And What Story Should It Tell
32:45 The Hidden Burden Of Inheriting A House
38:06 How Families Talk About Money With Intention And Money Story
57:52 Estate Plan vs Inheritance Plan: Key Differences
01:04:07 Practical Advice For New Inheritors After A Parent’s Death
Connect with Wendy Wright:
Connect with Wendy on LinkedIn
Connect with Justin Weidenfeld:
Connect with Justin on LinkedIn
Follow The Currency of Grief on LinkedIn
Follow The Currency of Grief on Instagram
Follow The Currency of Grief on TikTok
Subscribe to The Currency of Grief on YouTube
Podcast production and show notes provided by HiveCast.fm
22 episodes
Share
