THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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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.
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.
My Family Spent $400,000 Last Year: Here's the Complete Budget Breakdown
My family spent $400,000 last year, and I'm breaking down every dollar: from our $60,000 renovation overrun to $50,000 in childcare costs. I'm sharing what worked, what didn't, and the biggest money mistakes we made along the way.
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.
Top 5 Money Mistakes I Made as a Future Inheritor
What are the biggest mistakes you made as a current/future inheritor? Don’t pretend you did everything perfect. I don’t! In this post I’m coming clean with the top money mistakes I made in my teens and 20s.
Why Rich Kid Guilt is Normal (and What To Do About It!)
Rich kid guilt isn’t something you can shake off by telling yourself to "be grateful." In this episode, I break down why money shame is one of the most common issues wealthy heirs face and share the proven strategies I use to help inheritors rewrite their money stories.
Mom, Are We Rich? Breaking the Shame Around Family Money Conversations w/Suzy Reidman
In this episode I’m joined by my friend, fellow inheritor and coach Suzy Reidman to talk about what it really looks like to grow up wealthy. We also dive into why you’re scared to talk about money with your kids and how that fear is doing you and your heirs more harm than good.
When Should You Share Details About Family Wealth with Your Kids?
Will you get the answer right? See if your knowledge about raising money-smart kids tracks with my 10,000+ Instagram followers.
How Much Should You Spend on a House After Inheriting Millions?
You inherited millions, or your parents gave you a huge gift for a down payment - now what? In this episode, I share the framework I use with Sunnybranch clients to help inheritors figure out how much house they can afford and (more importantly) how much house they want to buy.
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.