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
The Trust Fund Playbook: 5 Essential Questions
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-trust-fund-playbookToday we’re revisiting one of the most-downloaded ever episodes of Heir Necessities.You just found out you’re a trust fund beneficiary. That’s ...
The Best Generational Wealth Hack I’ve Ever Seen (+ Step by Step Instructions)
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-generational-wealth-hackWealthy families need to know about this new hack that lets you transfer a HUGE amount of tax-free wealth to your kids. I’m not g...
How to Turn a Market Dip Into a Long-Term Win
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-q1-recapIf you’re a young inheritor, you might wonder what you’re supposed to do when the market is down. Your parents are freaking out - is it a bad thi...
My Family Spent $100,000 in the Last 3 Months: Full Budget Breakdown
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/spending-recap-q12026Ever wonder what financial advisors actually spend their money on? This week I'm sharing a full Q1 2026 budget recap covering ever...
How Jointly Inheriting Real Estate Destroys Sibling Relationships (and What You Can Do About It)
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/jointly-inherited-real-estateInheriting property jointly with your sibling(s) sounds simple enough…until it isn’t. What happens if one of you wants to sell an...