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.
Episodes
22 episodes
Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know
Ever get that pit in your stomach thinking about the tax bill that might come with your inheritance? As both a financial advisor and an inheritor myself, I've been there.In this episode, I'm breaking down exactly what you n...
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Season 3
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Episode 2
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13:03
From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy
College is getting insanely expensive, and if you're from a wealthy family, there's a good chance your parents (aka the grandparents) want to help with your kids' education. But navigating family wealth conversations can be aw...
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Season 3
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Episode 1
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14:46
Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)
In this episode, I'm breaking down why everyone's freaking out about the "Magnificent Seven" tech companies, what their massive gains mean for your portfolio, and why putting all your eggs in the S&P 500 basket might not be the smarte...
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Season 2
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Episode 9
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8:14
Born on Third Base: Breaking Free from Inheritance Guilt
Episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-and-guiltLet's talk about the elephant in the room: inheritance guilt.You know the feeling. You just inherited millions, but instead of feeling excited or grat...
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Season 2
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Episode 8
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12:47
The New IRA Inheritance Rules: A Millennial Nightmare
Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-an-inherited-iraThink inheriting your parents' retirement account will be straightforward? Think again. The 2019 SECURE Act completely change...
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Season 2
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Episode 7
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13:43
Help! I'm Inheriting Millions But Don't Know Anything About Money
Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-money-financial-literacyYou 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 c...
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Season 2
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Episode 6
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14:16
3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic
Transcript and show notes at: https://www.sunnybranchwealth.com/blog/stock-market-update-October-2024Feeling lost in stock market madness? Don't sweat it – I've got your back. In this episode, we're diving Q3 2024's financi...
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Season 2
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Episode 5
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7:25
Don't f*** This Up: The Millennial Inheritor's Guide to Investing
Transcript and show notes at: https://www.sunnybranchwealth.com/blog/investing-inheritanceEverything you need to know if you have (or will) inherit millions of dollars in your 20s, 30s, or 40s. Stop following advice from bo...
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Season 2
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Episode 4
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14:51
Trust Fund Blues: Rich on Paper, Stressed in Reality
Transcript and Show Notes at: www.sunnybranchwealth.com/blog/trust-fund-bluesThe trust fund lifestyle isn't all private jets and luxury penthouses. In this e...
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Season 2
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Episode 3
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13:11
What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor)
Transcript and Show Notes at: www.sunnybranchwealth.com/blog/inheritance-wealth-friendsDo you have sudden riches but a shrinking social circle?In...
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Season 2
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Episode 2
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14:41
Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)
Transcript and Show Notes at: www.sunnybranchwealth.com/blog/talk-to-parents-about-moneyDo 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 ...
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Season 2
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Episode 1
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15:18
2nd Quarter Stock Market Review & What Comes Next
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....
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Season 1
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Episode 11
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4:54
Everything Inheritors Need to Know About Impact and ESG and Investing
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-investingwww.sun...
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Season 1
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Episode 10
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12:34
Everything Inheritors Need To Know About Trusts
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-togetherhttps://www...
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Season 1
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Episode 9
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11:09
What To Do After Inheriting A House
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.s...
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Season 1
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Episode 8
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10:11
Understanding Wealth and Guilt
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 ...
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10:49
January-March 2024 Stock Market Review & What Comes Next
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 g...
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Season 1
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Episode 6
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8:09
Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families
If you created your family non-traditionally, or are the product of a non-traditional family-building process, get the information you need to ensure you and your children are legally protected. An interview with Tabitha Koh, managing p...
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Season 1
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Episode 5
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36:14
What Inheritors Need to Know about Taxes
Join Katherine as she talks with Sheri Karpa, CPA at Opsahl Dawson, about what inheritors need to know about taxes after someone dies. Learn more about Sunnybranch wealth:www.sunnybranchwealth.comDownload the FREE Sunn...
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Season 1
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Episode 4
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28:26
What Inheritors Need to Know about Wills, Trusts, and Probate
Join Katherine as she talks with Ashley Sundar, estate attorney and founder of Sundar Law, about what inheritors need to know about wills, trusts, and probate. Learn more about Sunnybranch wealth:www.sunnybranchwealth.com
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22:51
What Inheritors Need to Know about Charitable Giving
Join Katherine as she talks with Rebecca Bibleheimer, Senior Complex Gifts Officer at the Oregon Community Foundation, about what inheritors need to know about charitable gifts made through their parent's or grandparent's wills.
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Season 1
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Episode 2
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24:33
Protecting Digital Privacy After Death
Join Katherine as she talks with Gennie Gebhart, digital privacy expert at the Electronic Frontier Foundation, about how to access, manage, and protect a loved one's digital estate after death. Video recording and full transcript availa...
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Season 1
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Episode 1
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25:59