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 ...

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? ...

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...

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...

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 ...

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 u...

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...

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 mark...

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 ...

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 t...

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 hav...

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 do...

Ever get that pit in your stomach thinking about the tax bill that might come with your inheritance? As both a financial advisor and an inheritor myself, I've been there. In this episode, I'm breaking down exactly what you need to know about inheritance taxes. We'll cover when your inheritance is or isn't taxable, along with the taxes you'll need to watch out for in the decade after you inherit. Join me for a deep dive on the "step up in basis" and everything you need to...

College is getting insanely expensive, and if you're from a wealthy family, there's a good chance your parents (aka the grandparents) want to help with your kids' education. But navigating family wealth conversations can be awkward. In this episode, I'm breaking down everything you need to know about getting the grandparents involved in 529 college savings plans, including a tax strategy called forward funding that could be a game-changer for your family. Plus, I'll te...

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...

Episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-and-guilt Let's talk about the elephant in the room: inheritance guilt. You know the feeling. You just inherited millions, but instead of feeling excited or grateful, you're drowning in guilt. Maybe it's because you're still here while your loved one isn't. Maybe it's the weight of unearned privilege keeping you up at night. In this episode, I'm getting real about why so many inheritors struggle with thes...

Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-an-inherited-ira Think 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 ...

Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-money-financial-literacy You 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 ...

Transcript and show notes at: https://www.sunnybranchwealth.com/blog/stock-market-update-October-2024 Feeling 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 terr...

Transcript and show notes at: https://www.sunnybranchwealth.com/blog/investing-inheritance Everything 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...