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
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-friends
Do you have sudden riches but a shrinking social circle?
In this eye-opening episode, I dive into the rarely discussed world of young inheritors who find themselves unexpectedly wealthier than their peers.
Discover how to navigate tricky friendships, beat the wealth guilt blues, and find your tribe when your bank account doesn't match your friend group.
From stealth wealth strategies to building bridges across tax brackets, I'm dishing out real talk on making it rain without losing your roots.
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