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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 deal ...
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3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic
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Transcript and show notes at: https://www.sunnybranchwealth.com/blog/stock-market-update-October-2024 Feeling lost in stock market madness? Don't sweat it – I've got your back. In this episode, we're diving Q3 2024's financial rollercoaster. I'm breaking down the Fed's money moves, how the election could affect your portfolio, and how a large-scale…
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Don't f*** This Up: The Millennial Inheritor's Guide to Investing
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Transcript and show notes at: https://www.sunnybranchwealth.com/blog/investing-inheritance Everything you need to know if you have (or will) inherit millions of dollars in your 20s, 30s, or 40s. Stop following advice from boomers and finance bros and learn how to create a personalized investment plan that works for YOU. You need a strategy that ali…
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Trust Fund Blues: Rich on Paper, Stressed in Reality
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Transcript and Show Notes at: www.sunnybranchwealth.com/blog/trust-fund-blues The trust fund lifestyle isn't all private jets and luxury penthouses. In this eye-opening episode, I peel back the curtain on the realities of life as a trust fund kid. Discover why confusion, stress, and financial uncertainty are more common than yacht parties. Listen w…
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What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor)
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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 we…
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Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)
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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 dol…
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An easy-to-digest recap of stock market and economic performance in the second quarter of 2024 and my view on what's coming next. Connect with Katherine and Sunnybranch Wealth: Get my FREE guides for inheritors: sunnybranchwealth.com/newsletter-download Blog: sunnybranchwealth.com/blog Instagram: instagram.com/sunnybranchwealth/ Book a FREE consult…
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Everything Inheritors Need to Know About Impact and ESG and Investing
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Everything you need to know about impact and ESG investing. Connect with Katherine and Sunnybranch Wealth: Understanding impact and ESG investing: www.sunnybranchwealth.com/blog/the-truth-about-impact-investing www.sunnybranchwealth.com/blog/5-myths-of-esg-investing Instagram: www.instagram.com/sunnybranchwealth Website: www.sunnybranchwealth.com B…
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Everything Inheritors Need To Know About Trusts
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Understand what to do if you have, or think you will, inherit through a trust. Connect with Katherine and Sunnybranch Wealth: Understanding an inheritance from a trust: www.sunnybranchwealth.com/our-work-together https://www.sunnybranchwealth.com/blog/inheriting-money-from-trust Instagram: www.instagram.com/sunnybranchwealth Website: www.sunnybranc…
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What To Do After Inheriting A House
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Understand what to do when you inherit a house, whether you have inherited recently or think it might be coming to you in the future. Connect with Katherine and Sunnybranch Wealth: What to do with an inherited home: www.sunnybranchwealth.com/about www.sunnybranchwealth.com/blog/5-things-to-do-with-inherited-wealth Instagram: www.instagram.com/sunny…
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Understanding Wealth and Guilt
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Understand why many inheritors feel guilt about inherited wealth and how to move beyond guilt to create positive associations with inherited wealth. Connect with Katherine and Sunnybranch Wealth: Manage guilt over inherited wealth: https://www.sunnybranchwealth.com/blog/managing-guilt-inherited-wealth Instagram: www.instagram.com/sunnybranchwealth/…
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An easy-to-digest recap of stock market and economic performance in the first quarter of 2024 and my view on what could be coming next. Connect with Katherine and Sunnybranch Wealth: How to protect democracy with your 2024 giving: https://www.sunnybranchwealth.com/philanthropy Instagram: www.instagram.com/sunnybranchwealth/ Website: www.sunnybranch…
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Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families
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If you created your family non-traditionally, or are the product of a non-traditional family-building process, get the information you need to ensure you and your children are legally protected. An interview with Tabitha Koh, managing partner at Bouneff, Chally & Koh, a boutique law firm providing legal care for families of all kinds and at all sta…
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What Inheritors Need to Know about Taxes
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Join Katherine as she talks with Sheri Karpa, CPA at Opsahl Dawson, about what inheritors need to know about taxes after someone dies. Learn more about Sunnybranch wealth: www.sunnybranchwealth.com Download the FREE Sunnybranch guides for inheritors: www.sunnybranchwealth.com/newsletter-download Connect with Opsahl Dawson: www.opsahlco.com/ Disclos…
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What Inheritors Need to Know about Wills, Trusts, and Probate
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Join Katherine as she talks with Ashley Sundar, estate attorney and founder of Sundar Law, about what inheritors need to know about wills, trusts, and probate. Learn more about Sunnybranch wealth: www.sunnybranchwealth.com Download the FREE Sunnybranch guides for inheritors: www.sunnybranchwealth.com/newsletter-download Connect with Sundar Law: www…
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What Inheritors Need to Know about Charitable Giving
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Join Katherine as she talks with Rebecca Bibleheimer, Senior Complex Gifts Officer at the Oregon Community Foundation, about what inheritors need to know about charitable gifts made through their parent's or grandparent's wills. Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State …
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Protecting Digital Privacy After Death
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Join Katherine as she talks with Gennie Gebhart, digital privacy expert at the Electronic Frontier Foundation, about how to access, manage, and protect a loved one's digital estate after death. Video recording and full transcript available at https://www.sunnybranchwealth.com/blog/protecting-digital-privacy-after-death Sunnybranch Wealth LLC (“Sunn…
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