Heir Necessities

Katherine Fox, CFP®, CAP®

English Business Investing

Apple Podcasts Website RSS

Episodes 42

Avg. Duration 12m

Activity Highly Active

Since Oct 2023

Latest Episode Mar 2026

Publishing Details

Schedule

Every 2 Weeks

Format

Episodic

Consistency

25%

Hosting

feeds.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

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Recent Episodes

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…

S4E2 A Billionaire's Guide to Raising Money-Smart Kids

Jan 22, 2026 14m Transcript

FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/trust-fund-revealsWhat happens when ultra-wealthy parents hide their net worth from their kids for 20+ years, then spring a surprise…

S4E1 My Family Spent $400,000 Last Year: Here's the Complete Budget Breakdown

Jan 15, 2026 15m Transcript

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%…

10 Questions Every Inheritor Should Ask Before Hiring a Financial Advisor

Oct 29, 2025 13m Transcript

FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisorsMost financial advisors don't understand inheritors. So, how can you find one who does? In this…

S3E13 Beyond Market Returns: Managing Wealth During Political Turmoil

Oct 16, 2025 11m Transcript

FULL EPISODE AND SHOW NOTES @ www.sunnybranchwealth.com/blog/money-and-politicsMy market commentary this quarter is going to hit a little different.Instead of the usual recap of what the market did…

S3E12 The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them)

Oct 09, 2025 12m Transcript

FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/investing-mistakesGetting a multi-million dollar inheritance comes with a lot of pressure. If you're feeling overwhelmed by all the…

S3E11 Why Rich Kid Guilt is Normal (and What To Do About It!)

Sep 25, 2025 10m Transcript

FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/rich-kid-guiltCan’t think about your inheritance without running into a wall of guilt, shame, and anxiety?You're not broken. Actually,…

S3E10 Mom, Are We Rich? Breaking the Shame Around Family Money Conversations w/Suzy Reidman

Sep 11, 2025 21m Transcript

REGISTER FOR THE "RAISING RICH KIDS" WORKSHOP: https://zoom.us/webinar/register/WN_1XENvnD7QGKNUqMHTLS8gA#/registrationFULL EPISODE AND SHOW NOTES:…

S3E9 How Much Should You Spend on a House After Inheriting Millions?

Aug 14, 2025 11m Transcript

Full episode and show notes @: sunnybranchwealth.com/blog/buy-house-with-inheritanceHave you inherited millions or received a huge gift from your parents to buy a house? Just because you can afford…

S3E8 How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents

Jul 30, 2025 12m Transcript

Full transcript and show notes @ www.sunnybranchwealth.com/blog/raising-rich-kidsYour kids are already learning money lessons, whether you're teaching them intentionally or not. They're watching how…

S3E7 July Investment Tea: Trump did WHAT in that tax bill?! + market news

Jul 16, 2025 11m Transcript

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…

S3E6 Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism

May 29, 2025 15m Transcript

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…

S3E5 Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask

May 07, 2025 14m Transcript

Transcript and show notes at: www.sunnybranchwealth.com/blog/trust-fund-5-questionsYou just found out you're a trust fund kid—congrats!But now what? In this episode of Heir Necessities, I'm cutting…

S3E4 Bonus Episode! Ask Me Anything: Inheritance and Taxes

Apr 16, 2025 13m Transcript

Full episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-taxes-amaWondering how to avoid a massive tax bill when you inherit money? In this AMA, I answered people's questions about…

S3E3 Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)

Apr 07, 2025 11m Transcript

Episode and show notes at: www.sunnybranchwealth.com/blog/2025-tariffs-stock-market-crashThe global stock market is in freefall and everyone's freaking out about these massive new tariffs, but what…

Frequently Asked Questions

How many episodes does Heir Necessities have?

Heir Necessities has published 42 episodes since October 2023, covering topics in Business, Investing.

Is Heir Necessities still active?

Heir Necessities is currently highly active with new episodes every 2 weeks. Average episode length is 12m.