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
51 episodes
The Gift Tax Rule Your Parents Don't Know (& how it could be costing you millions)
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/gift-tax-rulesConfused about how the annual gift limit works? You’re not alone.If you’re an inheritor (or the parent of a rich kid), you may have fallen victim to ...
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...
Your Rich Parents’ 3 Biggest Money Fears (+ How To Manage Them)
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/rich-parents-money-fearsAre you trying to talk to your parents about money, but keep saying EXACTLY the wrong thing? In this episode, I'm breaking down ...
Why Inheritors Don’t Give Enough Money Away (and What To Do About It)
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/inheritance-charitable-givingMost people assume that inheriting millions makes philanthropy easy.You have tons of money to write the big checks…right?! <...
What Four Generations of Money Taught Me About Building (and Keeping) Wealth
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/my-family-money-storyWhy do I think it’s so important to have honest conversations with your family about money? It all starts with my own story. ...
What Gen X, Millennial and Gen Z Inheritors Get Wrong About Wills and Trusts
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/estate-planning-for-inheritorsWhat would happen to your money if you died tomorrow?Estate planning is one of those things that everyone knows they should do, but no one a...
The Property and Liability Insurance Mistakes That Leave Inheritors Exposed
FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/property-and-liability-insurance-inheritorsWhat you don't know about your homeowner's insurance could cost you everything. In this episode of Heir Necessities, I bre...
Your Financial Advisor Is Charging Too Much...And I've Got The Receipts
FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/sunnybranch-process-and-pricingSunnybranch Client Service Calendar: www.sunnybranchwealth.com/s/SW-Client-Service-Calendar.pdfIf you're paying your fin...
How to Ask Your Parents for Money...AND Get Them to Say Yes
2/12 UPDATE: Audio has been fixed! Thanks for everyone who let me know. FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/how-to-ask-parents-for-moneyWe're renovating our basement and, yes, my parents are she...
Tax Planning Just Became Non-Negotiable for Inheritors: What Changed in 2026
FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/2026-obba-tax-changesTax planning just went from "nice to have" to absolutely non-negotiable for inheritors.Here's why: Trump's One Big Beautiful Bil...
ICE Is In Your Portfolio. The Harsh Truth No One Tells You About Getting Rich Under Capitalism
FULL EPISODE + SHOW NOTES: www.sunnybranchwealth.com/blog/2025-market-recapWhat does sustainable investing look like when you're still making money under capitalism? In this episode, I sit down with Daniel McNabb, hea...
A Billionaire's Guide to Raising Money-Smart Kids
FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/trust-fund-revealsWhat happens when ultra-wealthy parents hide their net worth from their kids for 20+ years, then spring a surprise "trust reveal party" on them?&...
My Family Spent $400,000 Last Year: Here's the Complete Budget Breakdown
FULL EPISODE AND TRANSCRIPT: My family spent $400,000 in 2025, and this episode breaks it all down with (maybe too much?) transparency. We spent $190,000 on our house and yard, put $60,000 on 0% interest credit ca...
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 ...
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 ...
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...
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...
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...
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 ...
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...
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 ...