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.

Will you get the answer right? See if your knowledge of money guilt and shame tracks with my 10,000 Instagram followers.

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

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.

Finding out you're a trust fund beneficiary usually feels like being gifted a Ferrari with no keys. In this episode, I break down the five essential questions every new trust beneficiary needs to ask to stop feeling confused and overwhelmed. It's time to understand exactly what you've inherited and what control you have over it.

From federal estate taxes to the SECURE Act's 10-year rule, this episode unpacks the tax surprises waiting for unprepared inheritors. Learn why procrastination with inherited retirement accounts could trigger a tax nightmare and discover why the most effective inheritance tax strategy happens before death, not after.