THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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The Best Generational Wealth Hack I’ve Ever Seen (+ Step by Step Instructions)
Rich parents need to know about this new savings strategy to pass tax-free money to their kids.
I’m doing it for my kids this year, and (spoiler alert) they are going to have massive Roth IRAs in their early 20s.
You need to get on this ASAP. Listen/watch/or read for more details and step-by-step instructions to start the process.
How to Turn a Market Dip Into a Long-Term Win
When you’re young and rich, a stock market dip could be one of the biggest opportunities you get.
In this episode, I break down the three most important strategies I use with Sunnybranch clients to turn market downtowns into long-term wins.
My Family Spent $100,000 in the Last 3 Months: Full Budget Breakdown
Listen, read, or watch to learn exactly what it costs to run my household in a quarter.
Plus, I dive into the categories that drive me crazy, even though I refuse to change them.
And listen to the end for a full update on our basement renovation, change orders and all.
How Jointly Inheriting Real Estate Destroys Sibling Relationships (and What You Can Do About It)
Inheriting a house jointly with siblings is common.
It’s also one of the most potentially explosive inheritance situations that exists.
In this episode, I break down how to have difficult conversations with your parents before it's too late, and what to do if you're already in the thick of it.
Your Rich Parents’ 3 Biggest Money Fears (+ How To Manage Them)
Your parents have three MAJOR fears about their money.
Understanding these fears is the key to finally having real conversations about your inheritance.
In this episode, I break down exactly what's keeping your parents up at night and how you can use that intel to your advantage.
Why Inheritors Don’t Give Enough Money Away (and What To Do About It)
Inheriting millions doesn't make charitable giving easy.
It just makes the stakes higher.
If you've been writing checks and still feel like something major is missing, this episode is for you.
What Four Generations of Money Taught Me About Building (and Keeping) Wealth
This week I'm sharing my family money story, four generations back.
Listen to learn what radical money honesty looks like in a wealthy family and how I built Sunnybranch to reflect the lessons and values my family passed down over the past 100+ years.
What Gen X, Millennial and Gen Z Inheritors Get Wrong About Wills and Trusts
If you died tomorrow, what would happen to your money (or your kids)?
This episode covers everything inheritors need to know about estate planning: wills, trusts, and all the pieces in between.
Listen, watch, or read if you promised yourself 2026 is the year you’ll FINALLY get a plan in place to protect your loved ones if something terrible happens to you.
The Property and Liability Insurance Mistakes That Leave Inheritors Exposed
Most high-net-worth inheritors are wildly underinsured, exposing their most valuable assets to a huge amount of risk.
Listen, watch, or read this episode for a breakdown of the biggest insurance mistakes you’re making, and how to get them fixed (and get yourself protected) ASAP.
Your Financial Advisor Is Charging Too Much…And I’ve Got The Receipts
If you're paying your financial advisor 1% and only getting investment management, you're getting a bad deal.
You should know what 1% can really get you, and I’m here to lay it all out.
In this episode, I explain why so many advisors charge the same fee for hugely different services and outline what you should expect to receive as a current or future inheritor paying 1% (or less!) to a financial advisor.
How to Ask Your Parents for Money...AND Get Them to Say Yes
We're dropping $350,000 on a basement reno…and my parents are footing the bill.
Here's how we navigated the money conversation, why it's actually saving them money, and what radical financial honesty really looks like in wealthy families.
A Billionaire's Guide to Raising Money-Smart Kids
Ultra-rich families are having trust fund reveal parties, and yeah, that idea is as bad as it sounds.
What can you learn from the mistakes of the top 1% of the 1%?
If you want your kids to understand money, you have to start talking about money in a real way.
Check out the episode to learn how and why.