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.

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/estate-planning-for-inheritors

What would happen to your money if you died tomorrow?

Estate planning is one of those things that everyone knows they should do, but no one actually does.

It's the "eat your broccoli" of the financial planning world.

But if you're a current or future inheritor, estate planning isn't optional.

In this episode, I cut through the noise of TikTok influencers pitching complicated trust structures to give you a clear breakdown of exactly what estate documents you need and why.

I'll also tell you when a trust is worth it, when it's overkill, and the one mistake that could make your trust completely useless.

If estate planning is on your 2026 to-do list, this is the episode that will get you moving.

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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/property-and-liability-insurance-inheritors

What you don't know about your homeowner's insurance could cost you everything.

In this episode of Heir Necessities, I break down the biggest property + casualty insurance mistakes inheritors make, from underinsured homes to dangerous gaps in liability coverage.

I see these mistakes in most of the policies I review. They're probably hiding in your insurance, too.

We're talking underinsured homes, water damage surprises, and the liability exposure too many inheritors don't consider.

If you're a high-net-worth inheritor insured by State Farm or Geico, I need you to pay attention.

Listen to this episode for all the information you need to make sure all your most valuable assets are fully protected in 2026.

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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 & SHOW NOTES: www.sunnybranchwealth.com/blog/sunnybranch-process-and-pricing

Sunnybranch Client Service Calendar: www.sunnybranchwealth.com/s/SW-Client-Service-Calendar.pdf

If you're paying your financial advisor 1% and all you're getting is someone clicking buttons to manage your investments, I’ve got some bad news.

You’re paying too much money for too little value.

In this episode, I break down four levels of financial advisor service that (spoiler!) all cost you the same amount of money.

I also explain what you should be getting for a fee that starts at 1% of assets under management.

Listen for a rundown of Sunnybranch's full client service calendar, from January tax letters to year-end charitable giving strategies, so you can see exactly what comprehensive wealth management looks like.

Whether you're an inheritor trying to figure out if your advisor is actually working for you, or you just realized you’re paying too much money for too little advice, this episode is your wake-up call.

It's time to find an advisor who provides real value for the fee you pay them.

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.

2/12 UPDATE: Audio has been fixed! Thanks for everyone who let me know.

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/how-to-ask-parents-for-money

We're renovating our basement and, yes, my parents are shelling out the full cost: $350,000.

Before you judge, spend 10 minutes learning about the six-month conversation that got us here.

From exploring an $800k+ ADU to navigating retirement community options and locations - this was the best and cheapest option for my parents.

Spoiler: this episode isn't really about our basement reno.

It's about how my family practices radical money honesty.

It's about why multigenerational estate and wealth transfer planning matters.

And it's about how to ask your parents for money in a way that feels good for you AND for them.

I've been getting money out of my (equally bemused and reluctant) parents since the early aughts.

This is the episode you need to get on my level and learn how to ask your parents for money...in a way that actually works.

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 & SHOW NOTES: www.sunnybranchwealth.com/blog/2026-obba-tax-changes

Tax planning just went from "nice to have" to absolutely non-negotiable for inheritors.

Here's why:

Trump's One Big Beautiful Bill Act changed the game in 2026.

The $15M estate tax exemption is now "permanent."

The SALT cap jumped up to $40k, which is HUGE if you live in a high-tax state.

There are new floors on charitable deductions.

And once your income crosses $500K, phase-outs start kicking in that could cost you serious money if you're not planning ahead.

In this episode, I walk you through the biggest changes you need to understand and explain why you need to be thinking about taxes year-round, not just in April.

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.