EP19: Wendy Wright: Talking about talking about it with a Financial Therapist

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: Visit Wendy’s website Follow Wendy on Instagram  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 Visit Justin’s website bio Podcast production and show notes provided by HiveCast.fm