I’ve gotten $2 million+ from my parents in the last 8 years using well-crafted PowerPoint presentations.

In this episode, I’m teaching you how to get on my level.

One of the most common questions I get from inheritors?

“What happens to a trust after someone dies?”

The answer is more nuanced than you might think. In this episode, I’m breaking it all down for you. Listen, watch, or read for the full story.

Many wealthy families make the same estate planning mistakes over and over again.

Mistakes that can get EXPENSIVE.

In this episode, I’m breaking down the most common estate planning traps rich people fall into and how you can avoid them.

Have you ever been told you don’t need to save for retirement because you’re going to inherit money?

That’s terrible advice.

This episode walks through everything you need to know to plan for your inheritance, without planning on it.

529s are the gold standard for college savings - until they’re not.

Read, watch, or listen to understand why wealthy families need to think beyond the 529 so that your kids end up with more money down the road.

Most wealthy families don't understand how the annual gift tax exemption actually works.

Which means they’re missing out on a HUGE opportunity to transfer wealth and avoid estate tax.

In this episode, I’m covering one of the most common misconceptions about gifting and explaining how you can give millions to your heirs without paying a dollar in tax.

If you’re a trust fund beneficiary, it’s easy to feel rich on paper but lost in reality.

Listen, watch, or read for the five most important questions new trust beneficiaries need to ask to cut through the confusion and start getting answers.

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.

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.

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 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.

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.