THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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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.
Tax Planning Just Became Non-Negotiable for Inheritors: What Changed in 2026
If you’re a current or future inheritor, tax planning just became non-negotiable.
Between the $40K SALT cap, “permanently” increased estate tax exemption, charitable deduction floors, and new phase-outs, the 2026 tax landscape just got way more complex.
ICE Is In Your Portfolio: The Truth About Getting Rich Under Capitalism
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 help make our world better, even if they’re not a perfect solution.
10 Questions Every Inheritor Should Ask Before Hiring a Financial Advisor
If you're trying to find a financial advisor but don't know how to choose, this episode is for you. Listen for the 10 questions that will help you figure out if an advisor is the right fit for your life as a current or future inheritor (+ my answers!)
Beyond Market Returns: Managing Wealth During Political Turmoil
What do you do with your investments when you're worried about the future of democracy? Short answer: no one really knows, but it is probably a “less is more” situation. Listen, watch, or read this episode for the full story.
The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them)
In this episode, I break down everything you should and shouldn’t be doing after getting a multi-million dollar inheritance. From avoiding decision pressure in the early days after inheriting, to taking smart first steps with your new wealth, I’ve got all the tips and tricks new inheritors need.
When To Fire Your Financial Advisor
Will you get the answer right? See if your knowledge about financial advisors tracks with my 10,000+ Instagram followers.
July Investment Tea: Trump did WHAT in that tax bill?! + market news
The fun parts of market and economic news, without all the dry bits. In this episode of Heir Necessities’ Investment Tea you’ll learn:
Why international stocks are crushing the S&P500
What Trump's tax surprise means for you
How solar panels can help fight forced labor...seriously
Test Your Impact Investing Smarts
Will you get the answer right? Test your Impact & ESG Investing smarts against the knowledge of my 10,000 Instagram followers.
Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism
Want to do better with your money but still don’t understand what impact investing means? I've got the information you need, with options from basic ESG funds to all-in activism. Time to stop feeling overwhelmed and start investing like you care about our world.
Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)
The stock market is taking a nosedive thanks to Trump's surprise tariff announcement, but I'm cutting through the hysteria to tell you what's actually happening to your investments. These massive new import taxes are spiking inflation fears, tanking corporate outlooks, and have investors running scared—but reacting emotionally is REAL threat you should be worried about.
Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)
In this quick-hit episode of Heir Necessities, I break down what happened in the 2024 market, why seven companies are carrying the whole market on their backs, and what Trump's policies around immigration and tariffs could mean for your investments in 2025.