THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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10 Questions Every Inheritor Should Ask Before Hiring a Financial Advisor
If you're trying to find a financial advisor but don't know how to choose, this episode is for you. Listen for the 10 questions that will help you figure out if an advisor is the right fit for your life as a current or future inheritor (+ my answers!)
Beyond Market Returns: Managing Wealth During Political Turmoil
What do you do with your investments when you're worried about the future of democracy? Short answer: no one really knows, but it is probably a “less is more” situation. Listen, watch, or read this episode for the full story.
The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them)
In this episode, I break down everything you should and shouldn’t be doing after getting a multi-million dollar inheritance. From avoiding decision pressure in the early days after inheriting, to taking smart first steps with your new wealth, I’ve got all the tips and tricks new inheritors need.
When To Fire Your Financial Advisor
Will you get the answer right? See if your knowledge about financial advisors tracks with my 10,000+ Instagram followers.
July Investment Tea: Trump did WHAT in that tax bill?! + market news
The fun parts of market and economic news, without all the dry bits. In this episode of Heir Necessities’ Investment Tea you’ll learn:
Why international stocks are crushing the S&P500
What Trump's tax surprise means for you
How solar panels can help fight forced labor...seriously
Test Your Impact Investing Smarts
Will you get the answer right? Test your Impact & ESG Investing smarts against the knowledge of my 10,000 Instagram followers.
Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism
Want to do better with your money but still don’t understand what impact investing means? I've got the information you need, with options from basic ESG funds to all-in activism. Time to stop feeling overwhelmed and start investing like you care about our world.
Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)
The stock market is taking a nosedive thanks to Trump's surprise tariff announcement, but I'm cutting through the hysteria to tell you what's actually happening to your investments. These massive new import taxes are spiking inflation fears, tanking corporate outlooks, and have investors running scared—but reacting emotionally is REAL threat you should be worried about.
Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)
In this quick-hit episode of Heir Necessities, I break down what happened in the 2024 market, why seven companies are carrying the whole market on their backs, and what Trump's policies around immigration and tariffs could mean for your investments in 2025.
The New IRA Inheritance Rules: A Millennial Nightmare
Inheriting an IRA may not be the windfall you think it is. Discover why recent legislation means you could lose up to 50% of your parent's retirement savings to taxes, and learn critical steps you can take to protect your inheritance.
Help! I'm Inheriting Millions But Don't Know Anything About Money
An insider’s perspective on navigating the overwhelming process of managing inherited wealth when you're starting from scratch. Learn the essential building blocks EVERYONE needs to understand before or after receiving an inheritance.
I got an inheritance - what should I do with it?
Wondering what to do with an inheritance? I break down the 6 steps every young inheritor needs to know. Learn why rushing into decisions is the biggest mistake new inheritors make, and discover the strategic moves that can help you spend, grow, and give your wealth in line with your values.