Heir Necessities

Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)

Katherine Fox, CFP®, CAP® Season 2 Episode 1

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. 

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