Help! I'm Inheriting Millions But Don't Know Anything About Money

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 and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.