THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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What Four Generations of Money Taught Me About Building (and Keeping) Wealth
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.
What Gen X, Millennial and Gen Z Inheritors Get Wrong About Wills and Trusts
If you died tomorrow, what would happen to your money (or your kids)?
This episode covers everything inheritors need to know about estate planning: wills, trusts, and all the pieces in between.
Listen, watch, or read if you promised yourself 2026 is the year you’ll FINALLY get a plan in place to protect your loved ones if something terrible happens to you.
The Property and Liability Insurance Mistakes That Leave Inheritors Exposed
Most high-net-worth inheritors are wildly underinsured, exposing their most valuable assets to a huge amount of risk.
Listen, watch, or read this episode for a breakdown of the biggest insurance mistakes you’re making, and how to get them fixed (and get yourself protected) ASAP.
Your Financial Advisor Is Charging Too Much…And I’ve Got The Receipts
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.
How to Ask Your Parents for Money...AND Get Them to Say Yes
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.
Tax Planning Just Became Non-Negotiable for Inheritors: What Changed in 2026
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.
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.