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Smart & Soulful Money   Podcast

®

Episode 17: The Aligned Inheritor -
Finding Your Voice on Your Financial Journey

Welcome to a brand new season of the Smart & Soulful Money® Podcast! We’re doing things a little differently this time around and diving deep into the real-life experiences of what it can be like for an inheritor as they navigate their financial transitions.  Major life shifts within an ever-changing world can result in some powerful inner shifts, as well. In this episode Carrie is sharing an important experience that every Aligned Inheritor seems to go through and what suggestions she has for someone going through this phase of the experience. 

 

Tune in to hear about:

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  • Examples of life changes that could result in financial transitions 

  • Taking the taboo out of financial conversations 

  • The “Noticing:” Awakening to the financial systems we find ourselves in

  • Changing the narrative around our relationships with money, specifically in the case of inheritance

  • Creating change within the financial systems that do not serve us

 

RESOURCES MENTIONED IN THIS EPISODE

 

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© 2025 by Carrie B. VanWinkle, CFP® | Natural Investments. LLC. | 1927 Harvard Drive, Louisville, KY 40205

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Carrie B. VanWinkle is an Investment Advisor Representative of Natural Investments, LLC. Natural Investments is an independent Registered Investment Advisor. Carrie B. VanWinkle is not a registered entity and is not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.
 

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