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 ...
All content for Heir Necessities is the property of Katherine Fox, CFP®, CAP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents
Heir Necessities
12 minutes
3 months ago
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 takeaw...
Heir Necessities
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 ...
