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
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-money
Do 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 much your parents are worth?
Are you sure your parents are VERY rich, but you have no idea what that means in actual dollars?
I've got you covered.
This week in Heir Necessities I dive into that awkward money talk you've been avoiding with your folks. It's all about giving you the tools to break the ice and get the lowdown on your family's finances without starting World War III at the dinner table.
And I'm not just talking dollars and cents here – it's about getting the full picture of your family's legacy, values, and what might be coming your way down the road.
Let's face it, most of us never got a crash course in "How to Handle Your Family Fortune 101."
This podcast is your cheat sheet for navigating these tricky waters. Trust me, your future self will thank you for tuning in.
Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
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