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November 4, 2024 14 mins

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 actively managing inherited wealth or preparing for a future inheritance. 

No more feeling like you can't ask "basic" questions if you're inheriting a huge amount of money.

And if you've ever felt frustrated trying to talk to your parents about their estate plan, I'm giving you the exact terms and concepts you need to know to have those conversations like a pro. 

Skip the Google spiral and join me for  real talk about managing generational wealth.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

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