Heir Necessities

Katherine Fox, CFP®, CAP®
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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 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.

  1. SEP 11

    Mom, Are We Rich? Breaking the Shame Around Family Money Conversations w/Suzy Reidman

    REGISTER FOR THE "RAISING RICH KIDS" WORKSHOP: https://zoom.us/webinar/register/WN_1XENvnD7QGKNUqMHTLS8gA#/registration FULL EPISODE AND SHOW NOTES: https://www.sunnybranchwealth.com/blog/talk-about-money-with-kids Do you worry your kids will grow up to be entitled and clueless instead of kind, humble humans?  This is the episode for you.  Wealthy families are SO bad at talking about money. Your advisors tell you that you need to “protect” your money and your heirs, right? But that protection backfires when you create a vault of secrecy that your kids can’t crack.  In this episode, I’m joined by Suzy Reidman, fellow inheritor and founder of Family Wealth Dynamics, for a behind-the-scenes look at what it means to grow up rich.  We cover our personal experiences, how we talk about money with our kids, and promo our upcoming workshop on raising money-smart kids in wealthy families.  Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California 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.

    22 min

  2. AUG 14

    How Much Should You Spend on a House After Inheriting Millions?

    Full episode and show notes @: sunnybranchwealth.com/blog/buy-house-with-inheritance Have you inherited millions or received a huge gift from your parents to buy a house?  Just because you can afford that $3 million dream home, it doesn't mean you should buy it.  As a financial planner specializing in inheritance, I understand that navigating a home purchase can be challenging when traditional mortgage rules don't apply.  In this episode, I walk you through the framework I use to help Sunnybranch clients figure out how much house they can afford and, equally important, how much house they want.  You'll learn about the hidden costs of homebuying, how inheritors can avoid buying too much house, and how different types of inherited assets may change your home-buying strategy.  Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California 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.

    11 min

  3. JUL 30

    How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents

    Full transcript and show notes @ www.sunnybranchwealth.com/blog/raising-rich-kids Your kids are already learning money lessons, whether you're teaching them intentionally or not.  They're watching how you relate to money, how you talk about wealth, and how you handle your privilege.  In this episode, I'm breaking down exactly how to get conscious about the money values you're passing down and how to have honest, age-appropriate conversations about family wealth.  The big takeaway? Stop hiding your wealth from your kids - it's doing more harm than good.  Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California 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.

    13 min

  4. JUL 16

    July Investment Tea: Trump did WHAT in that tax bill?! + market news

    Episode & Show Notes @ https://www.sunnybranchwealth.com/blog/july-investment-tea  On this episode of Heir Necessities, I'm launching my new "Investment Tea" series.  First and foremost, I'm an investment advisor. But I *hate* the way most advisors talk. It's all jargon that goes way too deep into topics 99% of people don't care about. I'm here for something different. So every quarter, I'm bringing you the Investment Tea.  You'll get a quick, understandable summary of market news, along with the biggest economic and tax changes you need to know about.  Each episode wraps up with the story of one of the companies in Sunnybranch's impact portfolio: a behind-the-scenes look at a company creating REAL change. In this episode of the Investment Tea you'll learn: Why international stocks are crushing the S&P500 What Trump's tax surprise means for you How solar panels can help fight forced labor...seriouslySunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California 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.

    12 min

  5. MAY 29

    Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism

    Full episode and show notes at: www.sunnybranchwealth.com/blog/impact-investing-explained  Tired of feeling like your investment portfolio doesn't reflect who you are?  You're not alone.  As a younger inheritor, you want your money to create positive impact. But instead of clear advice, you're bombarded with an alphabet soup of technical jargon.  My mission is to make your choices clear and provide easy-to-understand information to help you make an informed decision about your investments.  Listen to learn: The ESG myth that won't die The impact investing spectrumWhat impact options make sense for your life, goals, and values Whether you're skeptical that any companies are truly "good" or you're ready to take on more risk for greater impact, this episode has something for you.  Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California 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.

    16 min

  6. MAY 7

    Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask

    Transcript and show notes at: www.sunnybranchwealth.com/blog/trust-fund-5-questions You just found out you're a trust fund kid—congrats! But now what?  In this episode of Heir Necessities, I'm cutting through financial jargon to give you the 5 questions you need to ask right away.  The truth is, most new trust beneficiaries feel confused and powerless, even with a trust fund with multi-million dollars.  Listen to the epsidoe to learn how to decode your trust document, build a team that's on your side, and avoid common tax surprises.  When you're done, you'll be one step closer to taking control over your financial future as a trust fund beneficiary.  This is real talk for real inheritors—no judgment, just practical advice from someone who helps people like you navigate this weird new world.  Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California 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.

    14 min

  7. APR 16

    Bonus Episode! Ask Me Anything: Inheritance and Taxes

    Full episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-taxes-ama Wondering how to avoid a massive tax bill when you inherit money?  In this AMA, I answered people's questions about the taxes you may pay when someone dies.  You'll learn why the 2020 SECURE Act dramatically changed the game for inherited retirement accounts and why waiting until year 9 to start withdrawals could be a financial disaster.  Plus, I'll tell you the one conversation you need to have with your parents now—before it's too late to make the tax-saving moves that matter.  This episode has the essential financial knowledge that no one teaches you but everyone needs, especially if you're a Millennial or Gen Z expecting an inheritance someday.  Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California 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.

    13 min

  8. APR 7

    Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)

    Episode and show notes at: www.sunnybranchwealth.com/blog/2025-tariffs-stock-market-crash The global stock market is in freefall and everyone's freaking out about these massive new tariffs, but what does it actually mean for your money?  In this episode, I'm cutting through the noise to explain exactly what's happening with Trump's sweeping global tariffs, why Wall Street is panicking, and why this might not be the economic win everyone expected from a "business president." I'll break down how these trade policies could impact everything from consumer prices to your retirement account, and give you straight talk about whether you should be making moves with your investments right now.  Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California 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.

    12 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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.

Information

  • Creator
    Katherine Fox, CFP®, CAP®
  • Years Active
    2023 - 2025
  • Episodes
    30
  • Rating
    Clean
  • Copyright
    © 2025 Heir Necessities
  • Show Website
    Heir Necessities

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