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Inheritance, financial planning, investing, and philanthropic news

From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy
Inheritance, Podcast, Financial Planning Katherine Fox Inheritance, Podcast, Financial Planning Katherine Fox

From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy

Everything you need to know about your parents (aka the grandparents) and funding higher education. This episode takes a deep dive into the information and strategies you should understand, from the tax benefits of 529s to initiating conversations about contributing to your kids' education.

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3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic
Inheritance, Podcast, Investing & Markets Katherine Fox Inheritance, Podcast, Investing & Markets Katherine Fox

3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic

Join me as I unpack how the Fed's rate cuts, election buzz, and global uncertainty drive stock market volatility. This short, jargon-free market recap has the news and advice you need, whether you're a crypto connoisseur or still trying to figure out what a stock actually is.

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Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)
Inheritance, Investing & Markets, Podcast Katherine Fox Inheritance, Investing & Markets, Podcast Katherine Fox

Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)

Dive into that awkward money talk you've been avoiding with your folks. In this episode, I give 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. 

Because most of us never got a crash course in "How to Handle Your Family Fortune 101." 

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