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.
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.
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.
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.
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.
The stock market is taking a nosedive thanks to Trump's surprise tariff announcement, but I'm cutting through the hysteria to tell you what's actually happening to your investments. These massive new import taxes are spiking inflation fears, tanking corporate outlooks, and have investors running scared—but reacting emotionally is REAL threat you should be worried about.
In this quick-hit episode of Heir Necessities, I break down what happened in the 2024 market, why seven companies are carrying the whole market on their backs, and what Trump's policies around immigration and tariffs could mean for your investments in 2025.
Inheriting an IRA may not be the windfall you think it is. Discover why recent legislation means you could lose up to 50% of your parent's retirement savings to taxes, and learn critical steps you can take to protect your inheritance.
An insider’s perspective on navigating the overwhelming process of managing inherited wealth when you're starting from scratch. Learn the essential building blocks EVERYONE needs to understand before or after receiving an inheritance.
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.