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Kandungan disediakan oleh Katherine Fox, CFP®, CAP® and Katherine Fox. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Katherine Fox, CFP®, CAP® and Katherine Fox atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)

15:18
 
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Manage episode 435787297 series 3518315
Kandungan disediakan oleh Katherine Fox, CFP®, CAP® and Katherine Fox. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Katherine Fox, CFP®, CAP® and Katherine Fox atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/talk-to-parents-about-money
Do you lie awake at night wondering what will happen when your parents die?
Have you and your siblings played guessing games to suss out how much your parents are worth?
Are you sure your parents are VERY rich, but you have no idea what that means in actual dollars?
I've got you covered.
This week in Heir Necessities I dive into that awkward money talk you've been avoiding with your folks. It's all about giving you the tools to break the ice and get the lowdown on your family's finances without starting World War III at the dinner table.
And I'm not just talking dollars and cents here – it's about getting the full picture of your family's legacy, values, and what might be coming your way down the road.
Let's face it, most of us never got a crash course in "How to Handle Your Family Fortune 101."
This podcast is your cheat sheet for navigating these tricky waters. Trust me, your future self will thank you for tuning in.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon 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.

  continue reading

14 episod

Artwork
iconKongsi
 
Manage episode 435787297 series 3518315
Kandungan disediakan oleh Katherine Fox, CFP®, CAP® and Katherine Fox. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Katherine Fox, CFP®, CAP® and Katherine Fox atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/talk-to-parents-about-money
Do you lie awake at night wondering what will happen when your parents die?
Have you and your siblings played guessing games to suss out how much your parents are worth?
Are you sure your parents are VERY rich, but you have no idea what that means in actual dollars?
I've got you covered.
This week in Heir Necessities I dive into that awkward money talk you've been avoiding with your folks. It's all about giving you the tools to break the ice and get the lowdown on your family's finances without starting World War III at the dinner table.
And I'm not just talking dollars and cents here – it's about getting the full picture of your family's legacy, values, and what might be coming your way down the road.
Let's face it, most of us never got a crash course in "How to Handle Your Family Fortune 101."
This podcast is your cheat sheet for navigating these tricky waters. Trust me, your future self will thank you for tuning in.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon 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.

  continue reading

14 episod

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