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
Heir Necessities is on summer break
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Heir Necessities is officially on summer break.
This fall will be the beginning of Season 5, and I'm excited about what we have in store for you. If you have any episode ideas or suggestions, please reach out - I would love to hear from you.
In the meantime, I'm not going anywhere. You can get in touch by reaching out over email at katherine@sunnybranchwealth.com, check me out on Instagram @sunnybranchwealth, and if you've been meaning to book that intro call, now is a great time to do it.
I hope you and your family have a great summer, and we will be back with the podcast in September!
Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
Hey, it's Katherine and welcome to Heir Necessities. I'm just letting y'all know that Heir Necessities is officially on summer break. The last episode I dropped will be the last that comes at you until September, when the podcast will be back for Season 5, which is crazy, new, and better than ever. I've got some exciting ideas coming up for Season 5, and in the meantime, if you want to get in touch, I just wanted to let you know how you can do it.
As always, you can reach out to me over email at katherine@sunnybranchwealth.com, check me out on Instagram @sunnybranchwealth, and if you're feeling like this summer is really the time when you want to get your financial life in order, think about booking a call. There's no pressure, no obligation, just a chance for us to chat one on one and for me to learn more about you and about what you're going through. If you're not ready to do any of those things, obviously, totally fine.
I'll be excited to chat again in September and I would love any ideas you have or suggestions — things you want to see, topics you want me to talk about for Season 5. I'm open to all of them. Just shoot me a message and let me know. I hope you and your family have a great summer and I'll look forward to catching up in the fall.