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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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 ...
Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)
Heir Necessities
8 minutes
9 months ago
Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)
In this episode, I'm breaking down why everyone's freaking out about the "Magnificent Seven" tech companies, what their massive gains mean for your portfolio, and why putting all your eggs in the S&P 500 basket might not be the smartest move. Plus, I'll explain why Trump's proposed policies could shake things up in 2025 (hello, inflation!) and what that means for your long-term investment strategy. No fancy charts, no financial jargon – just real talk about what's happ...
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 ...
