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Smart & Soulful Money   Podcast

®

Episode 19: The Aligned Inheritor -
Moving Away From & Moving Toward, An Inspired Process

Welcome back to the Smart & Soulful Money® Podcast: the Aligned Inheritor Series! Today we’re focusing on exploring and naming what you want to move away from and what you want to move toward in your money life. I’ve provided a helpful worksheet you can download to guide you in this process

 

Tune in to hear about:

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  • Prompts and examples to help you name three things you want to move away from and three things you want to move toward

  • A personal story from Carrie about her experience with this process

 

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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