Episode 75

How to Talk About Inheritance and Money with Your Family

Why is it so hard to talk about money, especially with family?

In this episode of Ditch the Suits, we shift the focus from numbers to conversations, breaking down how to approach inheritance, wealth, and financial planning with the people closest to you.

Because the reality is, how you communicate about money can shape how it’s used for generations.

What You’ll Learn:

• Why money conversations with family are often avoided

• How emotions influence financial decisions across generations

• The risks of not setting expectations around inheritance

• How to talk to adult children about money without creating entitlement

• How couples can align on financial decisions for their family

• Why transparency matters in long-term planning

Key Concepts Covered:

The Emotional Side of Money

• Money isn’t just numbers, it’s tied to values, fear, and identity

• Avoiding conversations can create confusion later

Family Communication

• Setting expectations early

• Creating clarity around intentions

Avoiding Entitlement

• Teaching responsibility alongside wealth

• Framing money as a tool, not a guarantee

Why It Matters:

Without clear communication, even well-intentioned financial plans can create confusion, conflict, or poor decisions down the line.

Who This Is For:

Parents, families, or anyone thinking about how their wealth will impact the next generation.

Key Takeaway:

How you talk about money shapes how it’s handled.

Learn More:

If you’re looking for a financial plan built around your life, not just your numbers; visit: https://www.seedpg.com

About the Podcast

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Ditch the Suits - Your Money, Your Life

About your host

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Travis Maus

As CEO, senior Wealth Manager, and host of "Ditch the Suits," Travis is committed to empowering all S.E.E.D.'s clients and employees to be their best and receive the highest care and support.