Ep 66: Navigating Inherited Wealth

About this episode

The episode explores the emotional and relational aspects of inherited wealth and the conversations families should have about it.

There's a major financial shift quietly unfolding right now that's likely going to impact millions of families over the next couple decades. And while most people think of inheritance as purely a financial event, the reality is that it touches emotions, relationships, planning, taxes, and even personal identity in ways that often go completely unspoken. Today we want to explore some of the conversations families aren't having — but probably should be. You can find show notes, resources, and more at: https://medspafinancial.com

People in this episode

Hosts: Scott Wisniewski, Jonny McMullen

Topics covered

• inherited wealth
• financial planning
• family conversations
• emotional impact
• tax implications

Keywords

• inheritance
• financial shift
• family dynamics
• taxes
• personal identity

More episodes of MedSpa Money Matters

• Ep 69: The Evolution of MedSpa Marketing: What's Working Now and What Doesn't · June 11, 2026 · 20 min
• Ep 68: How Much Money Do You Actually Need to Start a MedSpa? · June 4, 2026 · 23 min
• Ep 67: I Have $5 Million… So How Much Can I Actually Spend? · May 28, 2026 · 17 min
• Ep 65: How Often Should You Check on Your Investment Returns? · May 14, 2026 · 12 min
• Ep 64: The Biggest Threat to Your Portfolio Isn't the Market · May 7, 2026 · 9 min
• Ep 63: The 4 Most Brutal Financial Mistakes We've Seen · April 30, 2026 · 17 min