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Heir Necessities
เข้าร่วมเมื่อ 27 ก.ย. 2022
Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance.
Join Katherine - a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes - for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing.
She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're dealing with a trust fund, a surprise windfall, or are anticipating an inheritance, Heir Necessities has straight talk and smart strategies to help you navigate your newfound wealth.
Tune in for insights and honest conversations to help you write your own financial story - because there's more to inheriting wealth than just the money.
Join Katherine - a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes - for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing.
She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're dealing with a trust fund, a surprise windfall, or are anticipating an inheritance, Heir Necessities has straight talk and smart strategies to help you navigate your newfound wealth.
Tune in for insights and honest conversations to help you write your own financial story - because there's more to inheriting wealth than just the money.
I'm Inheriting Millions But Don't Know Anything About Money
Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-money-financial-literacy
You won't magically know how to handle millions of dollars just because it's your name on the assets.
In this episode, I pull back the curtain on what nobody tells you about building financial literacy as an inheritor and why it's totally normal to feel overwhelmed.
As someone who's been there (yep, I'm an inheritor too), I'm sharing the exact building blocks you need to understand, whether you're actively managing inherited wealth or preparing for a future inheritance.
No more feeling like you can't ask "basic" questions if you're inheriting a huge amount of money.
And if you've ever felt frustrated trying to talk to your parents about their estate plan, I'm giving you the exact terms and concepts you need to know to have those conversations like a pro.
Skip the Google spiral and join me for real talk about managing generational wealth.
You won't magically know how to handle millions of dollars just because it's your name on the assets.
In this episode, I pull back the curtain on what nobody tells you about building financial literacy as an inheritor and why it's totally normal to feel overwhelmed.
As someone who's been there (yep, I'm an inheritor too), I'm sharing the exact building blocks you need to understand, whether you're actively managing inherited wealth or preparing for a future inheritance.
No more feeling like you can't ask "basic" questions if you're inheriting a huge amount of money.
And if you've ever felt frustrated trying to talk to your parents about their estate plan, I'm giving you the exact terms and concepts you need to know to have those conversations like a pro.
Skip the Google spiral and join me for real talk about managing generational wealth.
มุมมอง: 3
วีดีโอ
Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic
มุมมอง 921 วันที่ผ่านมา
Transcript and show notes at: www.sunnybranchwealth.com/blog/stock-market-update-October-2024 Feeling lost in stock market madness? Don't sweat it - I've got your back. In this episode, we're diving Q3 2024's financial rollercoaster. I'm breaking down the Fed's money moves, how the election could affect your portfolio, and how a large-scale war in the Middle East could swing financial markets. ...
Don't f*** This Up: The Millennial Inheritor's Guide to Investing
มุมมอง 10หลายเดือนก่อน
Transcript and show notes at: www.sunnybranchwealth.com/blog/investing-inheritance Everything you need to know if you have (or will) inherit millions of dollars in your 20s, 30s, or 40s. Stop following advice from boomers and finance bros and learn how to create a personalized investment plan that works for YOU. You need a strategy that aligns with your lifestyle and future goals, not generic a...
Trust Fund Blues: Rich on Paper, Stressed in Reality
มุมมอง 12หลายเดือนก่อน
The trust fund lifestyle isn't all private jets and luxury penthouses. In this eye-opening episode, I peel back the curtain on the realities of life as a trust fund kid. Discover why confusion, stress, and financial uncertainty are more common than yacht parties. Listen while I break down what a trust is, explore the most common challenges trust beneficiaries face, and offer practical advice fo...
What to do When You're the "Rich Friend"
มุมมอง 50หลายเดือนก่อน
Do you have sudden riches but a shrinking social circle? In this eye-opening episode, I dive into the rarely discussed world of young inheritors who find themselves unexpectedly wealthier than their peers. Discover how to navigate tricky friendships, beat the wealth guilt blues, and find your tribe when your bank account doesn't match your friend group. From stealth wealth strategies to buildin...
Why Your Parents Won't Talk About Their Money
มุมมอง 262 หลายเดือนก่อน
Do you lie awake at night wondering what will happen when your parents die? Have you and your siblings played guessing games to suss out how much your parents are worth? Are you sure your parents are VERY rich, but you have no idea what that means in actual dollars? I've got you covered. This week in Heir Necessities I dive into that awkward money talk you've been avoiding with your folks. It's...
2nd Quarter Stock Market Review & What Comes Next
มุมมอง 103 หลายเดือนก่อน
An easy-to-digest recap of stock market and economic performance in the second quarter of 2024 and my view on what's coming next. Connect with Katherine and Sunnybranch Wealth: Get my FREE guides for inheritors: sunnybranchwealth.com/newsletter-download Blog: sunnybranchwealth.com/blog Instagram: sunnybranchwealth Book a FREE consultation: calendly.com/sunnybranchwealth/intro-cal...
Episode 10 - Everything Inheritors Need to Know About Impact and ESG and Investing
มุมมอง 125 หลายเดือนก่อน
Everything you need to know about impact and ESG investing. Connect with Katherine and Sunnybranch Wealth: Understanding impact and ESG investing: www.sunnybranchwealth.com/blog/the-truth-about-impact-investing www.sunnybranchwealth.com/blog/5-myths-of-esg-investing Instagram: sunnybranchwealth Website: www.sunnybranchwealth.com Book a FREE consultation: calendly.com/sunnybranchwe...
Episode 9: Everything Inheritors Need To Know About Trusts
มุมมอง 176 หลายเดือนก่อน
Understand what to do if you have, or think you will, inherit through a trust. Connect with Katherine and Sunnybranch Wealth: Understanding an inheritance from a trust: www.sunnybranchwealth.com/our-work-together www.sunnybranchwealth.com/blog/inheriting-money-from-trust Instagram: sunnybranchwealth Website: www.sunnybranchwealth.com Book a FREE consultation: calendly.com/sunnybra...
Episode 8: What To Do After Inheriting A House
มุมมอง 256 หลายเดือนก่อน
Understand what to do when you inherit a house, whether you have inherited recently or think it might be coming to you in the future. Connect with Katherine and Sunnybranch Wealth: What to do with an inherited home: www.sunnybranchwealth.com/about www.sunnybranchwealth.com/blog/5-things-to-do-with-inherited-wealth Instagram: sunnybranchwealth Website: www.sunnybranchwealth.com/ B...
Episode 7: Understanding Wealth and Guilt
มุมมอง 266 หลายเดือนก่อน
Understand why many inheritors feel guilt about inherited wealth and how to move beyond guilt to create positive associations with inherited wealth. Connect with Katherine and Sunnybranch Wealth: Manage guilt over inherited wealth: www.sunnybranchwealth.com/blog/managing-guilt-inherited-wealth Instagram: sunnybranchwealth Website: www.sunnybranchwealth.com/ Book a FREE consultati...
Episode 6: January-March 2024 Stock Market Review & What Comes Next
มุมมอง 116 หลายเดือนก่อน
An easy-to-digest recap of stock market and economic performance in the first quarter of 2024 and my view on what could be coming next. Connect with Katherine and Sunnybranch Wealth: How to protect democracy with your 2024 giving: sunnybranchwealth.com/philanthropy Instagram: sunnybranchwealth Website: sunnybranchwealth.com Book a FREE consultation: calendly.com/sunnybranchwealth/...
Investing For Good Episode 2: Debunking Impact Investing Myths
มุมมอง 207 หลายเดือนก่อน
Join Katherine Fox, CFP® and founder of Sunnybranch Wealth and Josh Hile, Founder and CEO of Citizen Mint, while they debunk impact investing myths and give the real truth all investors should know. Connect with Sunnybranch Website - www.sunnybranchwealth.com Instagram - sunnybranchwealth 20 Terms Inheritors Need To Know - www.sunnybranchwealth.com/newsletter-download Connect with...
Investing for Good Episode 1: Why the public markets fall short on impact
มุมมอง 117 หลายเดือนก่อน
Investing for Good Episode 1: Why the public markets fall short on impact
Planning for Inheritance Episode 5: What Inheritors in non-traditional families need to know
มุมมอง 228 หลายเดือนก่อน
Planning for Inheritance Episode 5: What Inheritors in non-traditional families need to know
Stock Market Recap: Why everyone was wrong in 2023 and what it means for 2024!
มุมมอง 249 หลายเดือนก่อน
Stock Market Recap: Why everyone was wrong in 2023 and what it means for 2024!
Planning for Inheritance Episode 2: What Inheritors Need to Know about Charitable Giving
มุมมอง 18ปีที่แล้ว
Planning for Inheritance Episode 2: What Inheritors Need to Know about Charitable Giving
Planning For Inheritance Episode 1: Protecting Digital Privacy After Death
มุมมอง 20ปีที่แล้ว
Planning For Inheritance Episode 1: Protecting Digital Privacy After Death
MY ANSWERS: 10 Questions to Ask Financial Advisors
มุมมอง 97ปีที่แล้ว
MY ANSWERS: 10 Questions to Ask Financial Advisors
What is a yield curve inversion and why should I care?!
มุมมอง 292 ปีที่แล้ว
What is a yield curve inversion and why should I care?!
Can you explain why people are buying 10 year bonds now instead of later when the recession is worse? Won’t demand be lower later and investors could get a better yield?
10-year bonds are a safe haven investment that investors flock to during periods of market instability. If the market expects a recession (or even continued volatility/low returns) over the coming months, then demand for treasuries will continue to increase and rates will drop. If we enter a recession, this increased demand/lower rates trend for the 10-year will likely continue, so investors are trying to lock in higher rates now. If you’re interested and liked the video would love for you to subscribe! I’ll be creating similar, accessible takes on market news.