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
34 episodes
10 Questions Every Inheritor Should Ask Before Hiring a Financial Advisor
FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisorsMost financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give ...
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13:54
Beyond Market Returns: Managing Wealth During Political Turmoil
FULL EPISODE AND SHOW NOTES @ www.sunnybranchwealth.com/blog/money-and-politicsMy market commentary this quarter is going to hit a little different.Instead of the usual recap of what the market did over the past three months, and ...
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Season 3
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Episode 13
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11:08
The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them)
FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/investing-mistakesGetting a multi-million dollar inheritance comes with a lot of pressure. If you're feeling overwhelmed by all the financial decisi...
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Season 3
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Episode 12
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12:01
Why Rich Kid Guilt is Normal (and What To Do About It!)
FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/rich-kid-guiltCan’t think about your inheritance without running into a wall of guilt, shame, and anxiety?You're not broken. Actually, you’re almost pai...
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Season 3
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Episode 11
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10:35
Mom, Are We Rich? Breaking the Shame Around Family Money Conversations w/Suzy Reidman
REGISTER FOR THE "RAISING RICH KIDS" WORKSHOP: https://zoom.us/webinar/register/WN_1XENvnD7QGKNUqMHTLS8gA#/registrationFULL EPISODE AND SHOW NOTES: https://www.sunnybranchwealth.com/blog/talk-about-money-with-kidsDo you worry your...
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Season 3
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Episode 10
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21:42
How Much Should You Spend on a House After Inheriting Millions?
Full episode and show notes @: sunnybranchwealth.com/blog/buy-house-with-inheritanceHave you inherited millions or received a huge gift from your parents to buy ...
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Season 3
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Episode 9
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11:08
How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents
Full transcript and show notes @ www.sunnybranchwealth.com/blog/raising-rich-kidsYour kids are already learning money lessons, whether you're teaching them intentionally or not. They're watching how you relate to money, how y...
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Season 3
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Episode 8
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12:41
July Investment Tea: Trump did WHAT in that tax bill?! + market news
Episode & Show Notes @ https://www.sunnybranchwealth.com/blog/july-investment-tea On this episode of Heir Necessities, I'm launching my new "Investment Tea" series. First and foremost, I'm an investment advisor. But ...
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Season 3
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Episode 7
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11:43
Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism
Full episode and show notes at: www.sunnybranchwealth.com/blog/impact-investing-explained Tired of feeling like your investment portfolio doesn't reflect who you are? You're not alone. As a younger inheritor,...
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Season 3
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Episode 6
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15:52
Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask
Transcript and show notes at: www.sunnybranchwealth.com/blog/trust-fund-5-questionsYou just found out you're a trust fund kid—congrats!But now what? In this episode of Heir Necessities, I'm cutting through financial ja...
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Season 3
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Episode 5
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14:09
Bonus Episode! Ask Me Anything: Inheritance and Taxes
Full episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-taxes-amaWondering how to avoid a massive tax bill when you inherit money? In this AMA, I answered people's questions about the taxes you may pay when...
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Season 3
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Episode 4
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13:29
Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)
Episode and show notes at: www.sunnybranchwealth.com/blog/2025-tariffs-stock-market-crashThe global stock market is in freefall and everyone's freaking out about these massive new tariffs, but what does it actually mean for your money?&n...
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Season 3
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Episode 3
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11:49
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