Welcome to Episode 2 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have honest, judgment-free conversations about money, life transitions, and financial decision-making.

In this episode, hosts Susan Jones and Sara Gelsheimer dive into the complex world of inheriting money—a life event that is rarely just "sunshine and rainbows". While inheriting assets can provide new opportunities, it often comes during a season of deep grief, bringing unexpected emotional weight and heavy legal responsibilities.

You’ll learn:

• The Emotional Weight: Why guilt, family dynamics, and "unworthy" feelings often surface after an inheritance.
• Roles & Responsibilities: The difference between being a beneficiary and the daunting fiduciary duties of an executor or trustee.
• Tax Strategy 101: How a step-up in basis can eliminate gains on concentrated stock positions or real estate.
• The IRA Trap: Why the Secure Act’s 10-year rule has changed the game for non-spouse beneficiaries.
• The Danger of Co-mingling: Why moving inherited funds into a joint account can put your "separate property" at risk.
• What NOT to Do: Why making rash decisions—or doing nothing at all for years—are the two biggest mistakes heirs make.

Whether you are navigating the administration of a loved one's estate or looking to integrate a new inheritance into your long-term financial plan, this episode offers the perspective and professional guidance needed to move forward with confidence.

Chapters:

0:00 – The Emotional Implications of Inheriting Money

3:16 – Understanding Your Role: Beneficiary vs. Fiduciary

7:15 – Tax Tactics: Step-Up in Basis & Inherited IRAs

12:15 – Protection: The Risks of Co-mingling Assets

16:07 – Mistakes to Avoid: From Rash Decisions to Analysis Paralysis

24:44 – Finding the Right Support for Sudden Wealth

Her Wealth: Unscripted is here to support women through every phase of life—without jargon, shame, or overwhelm.

✨ Ready to build a financial plan that evolves with you? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

Welcome to Episode 1 of Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where women have real, honest conversations about money — without jargon, shame, or overwhelm.

In this inaugural episode, hosts Susan Jones and Sara Gelsheimer dive into one of the most overlooked barriers in women’s financial lives: the financial confidence gap. While women are often highly capable and deeply involved in day-to-day money management, research — and real client stories — show that confidence, not competence, is what holds many women back from fully owning their financial power.

In this episode, you’ll learn:

• Why the issue isn’t a lack of financial knowledge, but a lack of confidence
• Research showing women answer correctly far more often when self-doubt is removed
• Why women consistently outperform men as investors — and what they do differently
• How negative self-talk and “all-or-nothing” thinking keep women stuck
• Real client stories of women rebuilding confidence after divorce and major life transitions
• Practical, low-pressure steps you can take this week to build financial confidence
• Why action creates confidence — not the other way around

This episode is a powerful reminder that you are likely more capable than you think, and that small, intentional actions can create meaningful momentum in your financial life.

Her Wealth: Unscripted is here to help women feel more confident, informed, and connected to their money — because finances are about more than numbers. They’re about the life they make possible.

✨ Learn more about working with Sorelle Wealth Partners: https://www.sorellewealthpartners.com

If you’re ready to take the next step in your financial journey, our team is here to guide you with clarity, partnership, and confidence.

Welcome to Her Wealth: Unscripted, the new podcast from Sorelle Wealth Partners created for women who want clarity, confidence, and compassion in every financial season.

After walking alongside women through divorce, widowhood, new careers, new love, empty nests, and second acts, we learned something quickly:

Money is never just about money. It’s woven into our choices, our identities, our relationships, and the moments that define our lives.

This trailer offers a preview of what you can expect from the show:

• Real conversations about life transitions and the money decisions that come with them

• Honest, practical, sometimes even funny discussions

• Jargon-free guidance from advisors who blend professional expertise with lived experience

• Topics like caring for aging parents, raising financially responsible kids, navigating divorce, and building an estate plan that truly protects your family

• The clarity and confidence women deserve as they move through unsteady seasons

Her Wealth: Unscripted isn’t about perfection — it’s about progress. It’s about understanding how wealth supports a meaningful life. And it’s a space where women can feel informed, empowered, and supported.

🎧 Subscribe today wherever you listen to podcasts.

Let’s get real about money — and about life.

✨ Learn more at Sorelle Wealth Partners:https://www.sorellewealthpartners.com