Heir Necessities

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/2026-obba-tax-changes

Tax planning just went from "nice to have" to absolutely non-negotiable for inheritors.

Here's why: 

Trump's One Big Beautiful Bill Act changed the game in 2026. 

The $15M estate tax exemption is now "permanent." 

The SALT cap jumped up to $40k, which is HUGE if you live in a high-tax state. 

There are new floors on charitabl...

FULL EPISODE + SHOW NOTES: www.sunnybranchwealth.com/blog/2025-market-recap

What does sustainable investing look like when you're still making money under capitalism? 

In this episode, I sit down with Daniel McNabb, head of the Investment Team at Chicory Wealth, to dive into the uncomfortable reality of investing for good in public markets. 

We’re pulling back the curtain on how ESG and Impact Investing can he...

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/trust-fund-reveals

What happens when ultra-wealthy parents hide their net worth from their kids for 20+ years, then spring a surprise "trust reveal party" on them? 

Spoiler alert: it gets messy. 

In this episode, I contrast two wildly different ways to talk to kids about money. 

Join me to explore why one path creates resentment and confusion, while the other build...

FULL EPISODE AND TRANSCRIPT: 

My family spent $400,000 in 2025, and this episode breaks it all down with (maybe too much?) transparency. 

We spent $190,000 on our house and yard, put $60,000 on 0% interest credit cards when our renovation went over budget, and made some mistakes we're REALLY going to try not to repeat. 

Plus, I share what I'm happy with, where we could do better (spoiler: charitable giving), and why our spen...

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...

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 U...

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 mak...

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...

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...

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 d...

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...