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PODCAST

Heir Necessities

Katherine Fox, CFP®, CAP®

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

business investing

All Episodes

11:49

The Best Generational Wealth Hack I’ve Ever Seen (+...

Heir Necessities ·

2026/04/23

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-generational-wealth-hack Wealthy families need to know about this new hack that lets you transfer a HUGE amount of tax-free wealth to your kids. I’m not gatekeeping - full details and exactly how to execute this strategy yourself are all in this week’s episode of Heir Necessities. It starts with Trump Accounts (I know, I know) and ends with your 24-year-old having a Roth IRA worth $200,000+* Listen, watch, or read be...

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14:53

How to Turn a Market Dip Into a Long-Term Win

Heir Necessities ·

2026/04/16

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-q1-recap If you’re a young inheritor, you might wonder what you’re supposed to do when the market is down. Your parents are freaking out - is it a bad thing that you don’t really care? Spoiler: absolutely not. In this episode, I explain why a market downturn can be a HUGE opportunity for younger inheritors, and how you can position yourself to take advantage of the dip. If you’ve ever wondered about: Tax ...

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16:17

My Family Spent $100,000 in the Last 3 Months: Full...

Heir Necessities ·

2026/04/09

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/spending-recap-q12026 Ever wonder what financial advisors actually spend their money on? This week I'm sharing a full Q1 2026 budget recap covering everything we spent in the first three months of the year. If you want to know how much we spend to pay down debt, educate our kids, maintain our home, eat, and satisfy our travel bug, this is the episode for you. Plus, you’ll learn how I track spending (but never keep a budge...

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12:33

How Jointly Inheriting Real Estate Destroys Sibling...

Heir Necessities ·

2026/04/02

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/jointly-inherited-real-estate Inheriting property jointly with your sibling(s) sounds simple enough…until it isn’t. What happens if one of you wants to sell and the other doesn’t? What happens if you both want to keep the house, but can’t decide who gets to use it when? What if you both want to live in it? There are a million ways this can go wrong. And when it does, the results can be relationship-ending. But it doesn’t ...

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17:02

Your Rich Parents’ 3 Biggest Money Fears (+ How To...

Heir Necessities ·

2026/03/26

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/rich-parents-money-fears Are you trying to talk to your parents about money, but keep saying EXACTLY the wrong thing? In this episode, I'm breaking down the three biggest fears that drive every financial decision wealthy parents make. Then, I’m translating what those fears mean for you as an inheritor. Once you understand what's going on in your parents’ heads, these conversations get a whole lot less painful....

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11:53

Why Inheritors Don’t Give Enough Money Away (and What...

Heir Necessities ·

2026/03/19

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/inheritance-charitable-giving Most people assume that inheriting millions makes philanthropy easy. You have tons of money to write the big checks…right?! But my personal experience as an inheritor, and professional experience working with other inheritors, tells a very different story. Learning to give money away in a way that feels personally impactful and meaningful is one of the hardest challenges many new millionaire...

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10:27

What Four Generations of Money Taught Me About...

Heir Necessities ·

2026/03/12

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/my-family-money-story Why do I think it’s so important to have honest conversations with your family about money? It all starts with my own story. In this episode, I take you back over 100 years to the woman who laid the foundation for my family's wealth. Join me as I walk through the four generations that grew, protected, and passed down the money my family has today. You’ll learn what the name Sunnybranch me...

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14:05

What Gen X, Millennial and Gen Z Inheritors Get Wrong...

Heir Necessities ·

2026/03/05

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/estate-planning-for-inheritors What would happen to your money if you died tomorrow? Estate planning is one of those things that everyone knows they should do, but no one actually does. It's the "eat your broccoli" of the financial planning world. But if you're a current or future inheritor, estate planning isn't optional. In this episode, I cut through the noise of TikTok influencers pitching complicated trust stru...

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11:03

The Property and Liability Insurance Mistakes That...

Heir Necessities ·

2026/02/26

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/property-and-liability-insurance-inheritors What you don't know about your homeowner's insurance could cost you everything. In this episode of Heir Necessities, I break down the biggest property + casualty insurance mistakes inheritors make, from underinsured homes to dangerous gaps in liability coverage. I see these mistakes in most of the policies I review. They're probably hiding in your insurance, too. We're ta...

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15:45

Your Financial Advisor Is Charging Too Much...And...

Heir Necessities ·

2026/02/19

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/sunnybranch-process-and-pricing Sunnybranch Client Service Calendar: www.sunnybranchwealth.com/s/SW-Client-Service-Calendar.pdf If you're paying your financial advisor 1% and all you're getting is someone clicking buttons to manage your investments, I’ve got some bad news. You’re paying too much money for too little value. In this episode, I break down four levels of financial advisor service that (spoiler!) all cost you the ...

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11:21

How to Ask Your Parents for Money...AND Get Them to...

Heir Necessities ·

2026/02/12

2/12 UPDATE: Audio has been fixed! Thanks for everyone who let me know. FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/how-to-ask-parents-for-money We're renovating our basement and, yes, my parents are shelling out the full cost: $350,000. Before you judge, spend 10 minutes learning about the six-month conversation that got us here. From exploring an $800k+ ADU to navigating retirement community options and locations - this was the best and cheapest option for my par...

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10:20

Tax Planning Just Became Non-Negotiable for...

Heir Necessities ·

2026/02/05

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/2026-obba-tax-changes Tax planning just went from "nice to have" to absolutely non-negotiable for inheritors. Here's why: Trump's One Big Beautiful Bill Act changed the game in 2026. The $15M estate tax exemption is now "permanent." The SALT cap jumped up to $40k, which is HUGE if you live in a high-tax state. There are new floors on charitable deductions. And once your income crosses $500K, phase-outs...

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21:31

ICE Is In Your Portfolio. The Harsh Truth No One...

Heir Necessities ·

2026/01/29

FULL EPISODE + SHOW NOTES: www.sunnybranchwealth.com/blog/2025-market-recap What does sustainable investing look like when you're still making money under capitalism? In this episode, I sit down with Daniel McNabb, head of the Investment Team at Chicory Wealth, to dive into the uncomfortable reality of investing for good in public markets. We’re pulling back the curtain on how ESG and Impact Investing can help make our world better, even if they’re not a perfect solution. ...

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14:02

A Billionaire's Guide to Raising Money-Smart Kids

Heir Necessities ·

2026/01/22

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/trust-fund-reveals What happens when ultra-wealthy parents hide their net worth from their kids for 20+ years, then spring a surprise "trust reveal party" on them? Spoiler alert: it gets messy. In this episode, I contrast two wildly different ways to talk to kids about money. Join me to explore why one path creates resentment and confusion, while the other builds trust and financial competence. If you'r...

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15:12

My Family Spent $400,000 Last Year: Here's the...

Heir Necessities ·

2026/01/15

FULL EPISODE AND TRANSCRIPT: My family spent $400,000 in 2025, and this episode breaks it all down with (maybe too much?) transparency. We spent $190,000 on our house and yard, put $60,000 on 0% interest credit cards when our renovation went over budget, and made some mistakes we're REALLY going to try not to repeat. Plus, I share what I'm happy with, where we could do better (spoiler: charitable giving), and why our spending probably won't go down much in 2026 even without ...

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13:54

10 Questions Every Inheritor Should Ask Before Hiring...

Heir Necessities ·

2025/10/29

FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...

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11:08

Beyond Market Returns: Managing Wealth During...

Heir Necessities ·

2025/10/16

FULL EPISODE AND SHOW NOTES @ www.sunnybranchwealth.com/blog/money-and-politics My market commentary this quarter is going to hit a little different. Instead of the usual recap of what the market did over the past three months, and what might be coming in the future, I'm covering the real questions I hear from my clients. Should I be opening a foreign bank account? Do I need to stop investing in the US? How can I prepare if the US economy and/or political system falls apart? ...

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12:01

The Top 3 Investing Mistakes New Inheritors Make (And...

Heir Necessities ·

2025/10/09

FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/investing-mistakes Getting a multi-million dollar inheritance comes with a lot of pressure. If you're feeling overwhelmed by all the financial decisions in front of you and worried you're going to make a mistake, this is the episode for you. Listen for a breakdown of the three most common investing mistakes I see new inheritors make from moving too fast (or not fast enough!) to making decisions with incomplete...

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10:35

Why Rich Kid Guilt is Normal (and What To Do About It!)

Heir Necessities ·

2025/09/25

FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/rich-kid-guilt Can’t think about your inheritance without running into a wall of guilt, shame, and anxiety? You're not broken. Actually, you’re almost painfully normal. Most inheritors I work with feel this way, but none of them have someone to share it with. That’s why I’m here. If you’re struggling with rich-kid guilt, this episode is for you. I dive into the root cause of these feelings, normalize the s...

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21:42

Mom, Are We Rich? Breaking the Shame Around Family...

Heir Necessities ·

2025/09/11

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 ...

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49 results

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