Planning for Inheritance

About Planning for Inheritance

Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance. Join Katherine – a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes – for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing. She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're dealing with a trust fund, a surprise windfall, or are anticipating an inheritance, Heir Necessities has straight talk and smart strategies to help you navigate your newfound wealth. Tune in for insights and honest conversations to help you write your own financial story – because there's more to inheriting wealth than just the money.

Publisher

Katherine Fox, CFP®, CAP®

Category

business

Language

en

Explicit

No

First episode

4 Oct 2023

Latest episode

13 Oct 2026

Latest episodes

68 episodes in the feed.

1. 

   13 Oct 2026

   Rates Up, Bonds Down: What Changed in Your Portfolio (and Why)

   FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-bond-portfolio-changes Heir Necessities is still on break, but I'm dropping in to give y'all a BTS of what it really looks like to work with Sunnybranch. This episode went out to Sunnybranch clients, explaining the trades I put through in their portfolios last week in response to changing conditions in the bond market. Do you get this level of detail (plus explanations you can actually understand) from your advisor? ...

2. 

   25 Jun 2026

   Heir Necessities is on summer break

   Heir Necessities is officially on summer break. This fall will be the beginning of Season 5, and I'm excited about what we have in store for you. If you have any episode ideas or suggestions, please reach out - I would love to hear from you. In the meantime, I'm not going anywhere. You can get in touch by reaching out over email at katherine@sunnybranchwealth.com, check me out on Instagram @sunnybranchwealth, and if you've been meaning to book that intro call, now is a great time to do it. I ...

3. 

   11 Jun 2026

   How to ask your rich parents for money (and actually get it)

   FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-asking-parents-for-money Your parents told you they want to give you money. But they haven’t done anything yet. And it's been months, or even years. So what can you do to move things along? Would you believe me if I told you a PowerPoint is your best next step? Seriously, head on back to junior year of high school and dust off those animation and fly-in skills. In this episode, I teach you how to build an...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

2,245

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.0 / 5

12 ratings

Spotify

4.4 / 5

7 ratings

Podcast Authority Score: 41 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

31

Social presence

0

YouTube

68

Engagement

60

Contact Planning for Inheritance

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.