Believe it or not, it’s not always easy to inherit significant wealth. Many inheritors feel tremendous pressure to prove that they deserve the money and that pressure can lead to great things or big problems, depending on how well they navigate the situation.

On the latest episode of Optimizing Your Financial World, we’ll explore ways that inheritors can feel more validated and comfortable with wealth.

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:40 - Inheriting significant wealth can present challenges to those beneficiaries

4:08 - There are two categories of inheritors

5:54 - Inheritors seeking validation and legitimacy

7:08 - The issue with inheritors seeking out validation

9:28 - Smart ways inheritors can go about achieving that level of validation

10:53 - What if an inheritor isn't interested in the family business?

12:58 - Inheritors need to find what matters most to them

15:06 - How to get in touch with Mark and his team

16:18 - Closing remarks

Connect with Mark Wade:

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