
Heir Necessities
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.
Heir Necessities
Latest Episodes
Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know

From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy

Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)

Born on Third Base: Breaking Free from Inheritance Guilt
