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1.15 Inheritance, Legacy and Control - Everything you need to consider about receiving an inheritance
Her Money Matters
55 minutes
1 month ago
1.15 Inheritance, Legacy and Control - Everything you need to consider about receiving an inheritance
Over the next two decades, trillions of dollars will move from one generation to the next, and women will be at the centre of it. From inheritances and divorce settlements to entrepreneurship and family wealth, women are increasingly stepping into the role of financial decision-maker.
In this episode, I’m joined by Maria Lykouras, former CEO of JBWere and the force behind the Growth of Women and Wealth white paper. Together, we explore what this historic shift means for women, families, and the generations to come. We unpack the “eldest-daughter effect,” the rise of the Bank of Mum and Dad, why self-education is so important, and the three key things every woman should do to be ready when money flows her way.
Maria has chosen Janet Jackson’s Control as her pop culture pick, which is a perfect anthem for women taking ownership of their financial future. Just like Janet, it’s time to say: “I’ve got my own mind, I want to make my own decisions.”
We discuss two white papers that Maria commissioned - here are the links to both.
https://www.jbwere.com.au/content/dam/jbwere/documents/campaigns/JBWere-Growth-of-Women-and-Wealth.pdf
https://www.jbwere.com.au/content/dam/jbwere/documents/campaigns/JBWere-Bequest-Report.pdf
Tune in and discover how to prepare, where to start, and why having the right information will build your confidence to prepare you for when the time comes.