Katherine Fox 4/23/26 Katherine Fox 4/23/26

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.

Katherine Fox 4/16/26 Katherine Fox 4/16/26

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.

Katherine Fox 3/26/26 Katherine Fox 3/26/26

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.

Katherine Fox 2/19/26 Katherine Fox 2/19/26

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.

Katherine Fox 2/5/26 Katherine Fox 2/5/26

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.

Katherine Fox 1/29/26 Katherine Fox 1/29/26

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.

Katherine Fox 10/29/25 Katherine Fox 10/29/25

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!)

Katherine Fox 10/16/25 Katherine Fox 10/16/25

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.

Katherine Fox 10/9/25 Katherine Fox 10/9/25

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.