FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/rich-parents-money-fears

Are you trying to talk to your parents about money, but keep saying EXACTLY the wrong thing?

In this episode, I'm breaking down the three biggest fears that drive every financial decision wealthy parents make.

Then, I’m translating what those fears mean for you as an inheritor.

Once you understand what's going on in your parents’ heads, these conversations get a whole lot less painful.

This is what I do best: translate "rich white man" into advice that inheritors can actually use.

Find the full report on ultra-high net worth families at: https://www.kitces.com/blog/ultra-high-net-worth-family-concerns-25m-advisor-services-upmarket/

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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/inheritance-charitable-giving

Most people assume that inheriting millions makes philanthropy easy.

You have tons of money to write the big checks…right?!

But my personal experience as an inheritor, and professional experience working with other inheritors, tells a very different story.

Learning to give money away in a way that feels personally impactful and meaningful is one of the hardest challenges many new millionaires face.

It means fighting against everything capitalism taught you.

It means coming to grips with your own version of “enough.”

It means learning that giving money away doesn’t make you smarter than the people who are doing the work on the ground.

Building a lifelong practice of charitable giving is one of the most fulfilling and rewarding parts of being a younger inheritor.

It’s also the part that no one helps you with.

But that’s about to change.

If you’ve been writing checks but still feel like something major is missing in your giving, this episode is for you.

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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/my-family-money-story

Why do I think it’s so important to have honest conversations with your family about money?

It all starts with my own story.

In this episode, I take you back over 100 years to the woman who laid the foundation for my family's wealth.

Join me as I walk through the four generations that grew, protected, and passed down the money my family has today.

You’ll learn what the name Sunnybranch means, what my parents taught me about money as a teen, and how everything I learned about money growing up shaped the way I show up for inheritors like you.

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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.