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In Hindsight
Wise money lessons I wish I could tell my younger self

Honouring a legacy and moving forward


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Kim Potgieter

Kim Potgieter

April 22, 2024

Nothing can really prepare you for the emotional turmoil of losing a loved one. Life suddenly feels unsafe and unpredictable, and you need to find deep resilience to pull through. Although Gabriella’s husband had carefully planned for her future, entrusting her completely to manage the inheritance and use it to take care of herself and pursue her dreams, the responsibility felt overwhelming. The guilt and daunting sense of duty left her fearful of mismanaging the funds, anxious about making mistakes and terrified of wasting the gift left to her.

I am incredibly proud of Gabriella – reaching out for help, especially when it comes to money – is a courageous thing to do. She has embraced a planning team to help guide and support her through this transition. Gabriella needs to be patient and kind to herself. Learning to accept money (whether earned or inherited) and then formulating and implementing a financial plan is a process that takes time. You don’t have to have all the answers from the start. She is also learning to improve her relationship with this money. In truth, this money is not meant to be feared or cause guilt. Gabriella needs to become friends with this inheritance and accept that its purpose, as her friend, is to enable her to live her life purposefully and pursue her dreams – just as her husband intended.

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