Heir Necessities

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, ag...

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 b...

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 inf...

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 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. 

Plu...

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 th...

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 a...

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 ...

 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 investmen...

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. 

...

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 ...

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&a...

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 co...

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 ad...

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/trust-fund-blues

The trust fund lifestyle isn't all private jets and luxury penthouses. 

In this eye-opening episode, I peel back the curtain on the realities of life as a trust fund kid. 

Discover why confusion, stress, and financial uncertainty are more common than yacht parties. 

Listen while I break down what a trust is, explor...

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/inheritance-wealth-friends

Do you have sudden riches but a shrinking social circle?

In this eye-opening episode, I dive into the rarely discussed world of young inheritors who find themselves unexpectedly wealthier than their peers. 

Discover how to navigate tricky friendships, beat the wealth guilt blues, and find your tribe when your bank acco...

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/talk-to-parents-about-money

Do you lie awake at night wondering what will happen when your parents die?

Have you and your siblings played guessing games to suss out how much your parents are worth?

Are you sure your parents are VERY rich, but you have no idea what that means in actual dollars?

I've got you covered. 

This w...

An easy-to-digest recap of stock market and economic performance in the second quarter of 2024 and my view on what's coming next.

Connect with Katherine and Sunnybranch Wealth:

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Everything you need to know about impact and ESG investing. 

Connect with Katherine and Sunnybranch Wealth:

Understanding impact and ESG investing:
www.sunnybranchwealth.com/blog/the-truth-about-impact-investing
www.sunnybranchwealth.com/blog/5-myths-of-esg-investing

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Website: www.sunnybranchwealth.com

Book a FREE consultation: https:...