Heir Necessities

Katherine Fox, CFP®, CAP®
  • 5.0 (2)
  • INVESTING
  • UPDATED WEEKLY
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.

  1. 4 DAYS AGO

    The New IRA Inheritance Rules: A Millennial Nightmare

    Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-an-inherited-iraThink inheriting your parents' retirement account will be straightforward? Think again. The 2019 SECURE Act completely changed the game for inherited IRAs, forcing most beneficiaries to empty accounts within 10 years. In this episode, I break down what these changes mean for Gen X, Millennial, and Gen Z inheritors, including the potential tax bomb waiting for you. Learn why your parents' e...

    14 min

  2. NOV 4

    Help! I'm Inheriting Millions But Don't Know Anything About Money

    Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-money-financial-literacyYou won't magically know how to handle millions of dollars just because it's your name on the assets.In this episode, I pull back the curtain on what nobody tells you about building financial literacy as an inheritor and why it's totally normal to feel overwhelmed.As someone who's been there (yep, I'm an inheritor too), I'm sharing the exact building blocks you need to understand, whether you're activ...

    14 min

  3. OCT 9

    3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic

    Transcript and show notes at: https://www.sunnybranchwealth.com/blog/stock-market-update-October-2024Feeling 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 war in the Middle East could swing financial markets. Here's the kicker: I'll show you why all this volatility isn't as terrifying a...

    7 min

  4. OCT 3

    Don't f*** This Up: The Millennial Inheritor's Guide to Investing

    Transcript and show notes at: https://www.sunnybranchwealth.com/blog/investing-inheritanceEverything 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 aligns with your lifestyle and future goals, not generic advice or a list of "shoulds." Listen to learn how to assess your time horizon, unde...

    15 min

  5. SEP 16

    Trust Fund Blues: Rich on Paper, Stressed in Reality

    Transcript and Show Notes at: www.sunnybranchwealth.com/blog/trust-fund-bluesThe 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 while I break down what a trust is, explore the most common challenges trust beneficiaries face, and offer practical advice for naviga...

    13 min

  6. SEP 5

    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-friendsDo 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 br...

    15 min

  7. AUG 23

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

    Transcript and Show Notes at: www.sunnybranchwealth.com/blog/talk-to-parents-about-moneyDo 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...

    15 min

  8. JUL 10

    2nd Quarter Stock Market Review & What Comes Next

    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-downloadBlog: sunnybranchwealth.com/blogInstagram: instagram.com/sunnybranchwealth/Book a FREE consultation: https://calendly.com/sunnybranchwealth/intro-callSunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering adviso...

    5 min
See All (18)

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 - 2024
  • Episodes
    18
  • Rating
    Clean
  • Copyright
    © 2024 Heir Necessities
  • Show Website
    Heir Necessities

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