FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors

Most financial advisors don't understand inheritors.

So, how can you find one who does?

In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers!

These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you?

They will also let you explore what working with an advisor would look like day-to-day.

If you're an inheritor and tired of feeling lost, listen for advice on choosing an advisor to help you navigate a current or future inheritance.

LINKS

10 Questions to Ask A Financial Advisor (blog post): https://www.sunnybranchwealth.com/blog/questions-for-financial-advisors

Impact Investing @ Sunnybranch:
Quiz! Start here
https://www.sunnybranchwealth.com/blog/impact-esg-investing

Investing at Sunnybranch
https://www.sunnybranchwealth.com/blog/impact-investing-explained

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

FULL EPISODE AND SHOW NOTES @ www.sunnybranchwealth.com/blog/money-and-politics

My market commentary this quarter is going to hit a little different.

Instead of the usual recap of what the market did over the past three months, and what might be coming in the future, I'm covering the real questions I hear from my clients.

Should I be opening a foreign bank account?

Do I need to stop investing in the US?

How can I prepare if the US economy and/or political system falls apart?

I've got the answers you need about emergency planning, recession-proofing your portfolio, and the things you should absolutely NOT be doing.

There's a lot of bad, fear-based advice out there.

Don't let it trap you in a doom spiral that leads to financial mistakes.

Hang with me instead, for the answers you need and the reassurance you can't find anywhere else.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

FULL EPISODE AND SHOW NOTES AT:

www.sunnybranchwealth.com/blog/investing-mistakes

Getting a multi-million dollar inheritance comes with a lot of pressure.

If you're feeling overwhelmed by all the financial decisions in front of you and worried you're going to make a mistake, this is the episode for you.

Listen for a breakdown of the three most common investing mistakes I see new inheritors make from moving too fast (or not fast enough!) to making decisions with incomplete information or based on that TikTok you saw about crypto.

I'll walk you through exactly what you *should* be doing after inheriting, to give you the confidence to start building a long-term investment strategy that aligns with your hopes, dreams, and values.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.