Udemy
UdemyBeginner's Guide to Inheritance Decision-Making
4.6(9)848 studentsBEGINNEREnglish
Korshub's take
Overview
Taught by Heather Holden, this course walks through how to make sound decisions after receiving an inheritance or other financial windfall. It includes worksheets covering financial planning, budgeting, and investing basics, designed to help you build your own plan rather than rely on outside advice you can't fully evaluate.
Who It's For
Anyone who has received, or expects to receive, an inheritance and feels uncertain about the next steps, particularly those wary of financial advisors and wanting to understand their options independently first.
Key Takeaways
- A framework for approaching inheritance decisions methodically rather than emotionally
- Worksheets to build a basic financial plan, budget, and investment approach
- Clarity on the concrete next steps for managing a financial windfall
About this course
Hi, I'm Heather Holden,
Inheritances are stressful.
No matter how much money, people have the same concerns. This course will address those concerns.
You'll get worksheets to do your own financial plan, budgeting, and investing - starting with a review of all the basics.
You'll feel great about your decisions, knowing you did everything independently and in line with your values.
By the end of this course, you’ll know with certainty the next steps you need to take to manage your inheritance.
Receiving an inheritance or financial windfall can open the door to new opportunities. It can also come with intense and conflicting emotions.
I've worked with a lot of people who were really struggling to figure out what to do with their money - it's complicated and no one feels sorry for you! People don't know who to trust, they know they need help, but they don't want to get taken advantage of and they usually don't want to share some very private parts of the process.
This is why I created this course - so you can learn how to help yourself. It gives you a tried and tested framework so you can make decisions about your inheritance, find peace of mind, and move forward with confidence.
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