Heir Necessities

Katherine Fox, CFP®, CAP®

English Business Investing

Apple Podcasts Website RSS

Episodes 56

Avg. Duration 12m

Activity Highly Active

Since Oct 2023

Latest Episode Jun 2026

Publishing Details

Schedule

Weekly

Format

Episodic

Consistency

100%

Hosting

rss.buzzsprout.com

About This Podcast

Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance.

Join Katherine – a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes – for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing.

She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're dealing with a trust fund, a surprise windfall, or are anticipating an inheritance, Heir Necessities has straight talk and smart strategies to help you navigate your newfound wealth.

Tune in for insights and honest conversations to help you write your own financial story – because there's more to inheriting wealth than just the money.

Podcasting 2.0 Features

transcript

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Recent Episodes

S4E22 How to ask your rich parents for money (and actually get it)

Jun 11, 2026 17m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-asking-parents-for-moneyYour parents told you they want to give you money. But they haven’t done anything yet. And it's been months,…

S4E21 Death, taxes, and trust funds: your full guide

Jun 04, 2026 11m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/trusts-after-deathEver wondered what will happen to your parents' trust after they die?You're not alone. Most inheritors have the same…

S4E20 The estate planning traps your attorney didn't tell you (+ how to fix them)

May 28, 2026 11m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-estate-planning-trapsMost rich families think signing their estate documents means the job is done.Spoiler alert: it doesn’t.This is…

S4E19 PSA: Your Inheritance Isn't a Retirement Plan (Unless You Want to End Up Broke)

May 21, 2026 13m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-inheritor-retirement-planningI meet too many future inheritors who have been told they don’t need to save for retirement because…

S4E18 The 529 Trap Rich Families Need to Avoid

May 14, 2026 15m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-529-trapSaving for college when you're rich isn't the easy answer everyone thinks it is.It should be as simple as maxing out your 529,…

S4E17 The Gift Tax Rule Your Parents Don't Know (& how it could be costing you millions)

May 07, 2026 9m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/gift-tax-rulesConfused about how the annual gift limit works? You’re not alone.If you’re an inheritor (or the parent of a rich kid), you…

S4E16 The Trust Fund Playbook: 5 Essential Questions

Apr 30, 2026 14m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-trust-fund-playbookToday we’re revisiting one of the most-downloaded ever episodes of Heir Necessities.You just found out you’re a…

S4E15 The Best Generational Wealth Hack I’ve Ever Seen (+ Step by Step Instructions)

Apr 23, 2026 11m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-generational-wealth-hackWealthy families need to know about this new hack that lets you transfer a HUGE amount of tax-free wealth to…

S4E14 How to Turn a Market Dip Into a Long-Term Win

Apr 16, 2026 14m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-q1-recapIf you’re a young inheritor, you might wonder what you’re supposed to do when the market is down. Your parents are freaking…

My Family Spent $100,000 in the Last 3 Months: Full Budget Breakdown

Apr 09, 2026 16m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/spending-recap-q12026Ever wonder what financial advisors actually spend their money on? This week I'm sharing a full Q1 2026 budget recap…

How Jointly Inheriting Real Estate Destroys Sibling Relationships (and What You Can Do About It)

Apr 02, 2026 12m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/jointly-inherited-real-estateInheriting property jointly with your sibling(s) sounds simple enough…until it isn’t. What happens if one of…

Your Rich Parents’ 3 Biggest Money Fears (+ How To Manage Them)

Mar 26, 2026 17m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/rich-parents-money-fearsAre you trying to talk to your parents about money, but keep saying EXACTLY the wrong thing? In this episode, I'm…

S4E10 Why Inheritors Don’t Give Enough Money Away (and What To Do About It)

Mar 19, 2026 11m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/inheritance-charitable-givingMost people assume that inheriting millions makes philanthropy easy.You have tons of money to write the big…

S4E9 What Four Generations of Money Taught Me About Building (and Keeping) Wealth

Mar 12, 2026 10m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/my-family-money-storyWhy do I think it’s so important to have honest conversations with your family about money? It all starts with my own…

S4E8 What Gen X, Millennial and Gen Z Inheritors Get Wrong About Wills and Trusts

Mar 05, 2026 14m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/estate-planning-for-inheritorsWhat would happen to your money if you died tomorrow?Estate planning is one of those things that everyone…

S4E7 The Property and Liability Insurance Mistakes That Leave Inheritors Exposed

Feb 26, 2026 11m Transcript

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/property-and-liability-insurance-inheritorsWhat you don't know about your homeowner's insurance could cost you everything. In this episode…

S4E6 Your Financial Advisor Is Charging Too Much...And I've Got The Receipts

Feb 19, 2026 15m Transcript

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/sunnybranch-process-and-pricingSunnybranch Client Service Calendar: www.sunnybranchwealth.com/s/SW-Client-Service-Calendar.pdfIf you're…

S4E5 How to Ask Your Parents for Money...AND Get Them to Say Yes

Feb 12, 2026 11m Transcript

2/12 UPDATE: Audio has been fixed! Thanks for everyone who let me know. FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/how-to-ask-parents-for-moneyWe're renovating our basement and, yes,…

Tax Planning Just Became Non-Negotiable for Inheritors: What Changed in 2026

Feb 05, 2026 10m Transcript

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/2026-obba-tax-changesTax planning just went from "nice to have" to absolutely non-negotiable for inheritors.Here's why: Trump's One Big…

S4E3 ICE Is In Your Portfolio. The Harsh Truth No One Tells You About Getting Rich Under Capitalism

Jan 29, 2026 21m Transcript

FULL EPISODE + SHOW NOTES: www.sunnybranchwealth.com/blog/2025-market-recapWhat does sustainable investing look like when you're still making money under capitalism? In this episode, I sit down with…

Frequently Asked Questions

How many episodes does Heir Necessities have?

Heir Necessities has published 56 episodes since October 2023, covering topics in Business, Investing.

Is Heir Necessities still active?

Heir Necessities is currently highly active with new episodes weekly. Average episode length is 12m.