FULL EPISODE AND SHOW NOTES AT: www.sunnybranchwealth.com/blog/rich-kid-guilt

Can’t think about your inheritance without running into a wall of guilt, shame, and anxiety?

You're not broken.

Actually, you’re almost painfully normal.

Most inheritors I work with feel this way, but none of them have someone to share it with.

That’s why I’m here.

If you’re struggling with rich-kid guilt, this episode is for you.

I dive into the root cause of these feelings, normalize the shame you carry, and give you concrete strategies to start breaking free from money guilt.

If you only listen to one episode of Heir Necessities, this is the one.

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.

REGISTER FOR THE "RAISING RICH KIDS" WORKSHOP: https://zoom.us/webinar/register/WN_1XENvnD7QGKNUqMHTLS8gA#/registration

FULL EPISODE AND SHOW NOTES: https://www.sunnybranchwealth.com/blog/talk-about-money-with-kids

Do you worry your kids will grow up to be entitled and clueless instead of kind, humble humans?

This is the episode for you.

Wealthy families are SO bad at talking about money.

Your advisors tell you that you need to “protect” your money and your heirs, right?

But that protection backfires when you create a vault of secrecy that your kids can’t crack.

In this episode, I’m joined by Suzy Reidman, fellow inheritor and founder of Family Wealth Dynamics, for a behind-the-scenes look at what it means to grow up rich.

We cover our personal experiences, how we talk about money with our kids, and promo our upcoming workshop on raising money-smart kids in wealthy families.

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.

Full episode and show notes @: sunnybranchwealth.com/blog/buy-house-with-inheritance

Have you inherited millions or received a huge gift from your parents to buy a house?

Just because you can afford that $3 million dream home, it doesn't mean you should buy it.

As a financial planner specializing in inheritance, I understand that navigating a home purchase can be challenging when traditional mortgage rules don't apply.

In this episode, I walk you through the framework I use to help Sunnybranch clients figure out how much house they can afford and, equally important, how much house they want.

You'll learn about the hidden costs of homebuying, how inheritors can avoid buying too much house, and how different types of inherited assets may change your home-buying strategy.

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.