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.

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.

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.

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, 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.

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!)

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.

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.

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.

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.

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.

Will you get the answer right? See if your knowledge about raising money-smart kids tracks with my 10,000+ Instagram followers.

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.

Will you get the answer right? See if your knowledge about financial advisors tracks with my 10,000+ Instagram followers.

Spend-save-give jars aren't enough when you're dealing with real family wealth. Listen or read for the honest conversations and values-based approaches that work to raise grounded kids in wealthy families.