THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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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.
Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask
Finding out you're a trust fund beneficiary usually feels like being gifted a Ferrari with no keys. In this episode, I break down the five essential questions every new trust beneficiary needs to ask to stop feeling confused and overwhelmed. It's time to understand exactly what you've inherited and what control you have over it.
Ask Me Anything! Inheritance and Taxes
From federal estate taxes to the SECURE Act's 10-year rule, this episode unpacks the tax surprises waiting for unprepared inheritors. Learn why procrastination with inherited retirement accounts could trigger a tax nightmare and discover why the most effective inheritance tax strategy happens before death, not after.
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.
Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know
Everything current and future inheritors need to know about inheriting and taxes. Listen to explore the difference between the taxes an estate will pay and what you, as an inheritor, will be responsible for handing over to the IRS. I walk you through it all, from the step-up in basis to some serious knowledge about inherited IRAs.
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.
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.
Born on Third Base: Breaking Free from Inheritance Guilt
A deep dive into inheritance guilt - that messy cocktail of grief, privilege, and responsibility that hits so many inheritors. Whether you're grappling with survivor's guilt, family legacy issues, or just feeling weird about your unearned privilege, I'm breaking down why these feelings are normal and what you can do about them.
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.
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.
Don't f*** This Up: The Millennial Inheritor's Guide to Investing
Learn how to craft an investment strategy that aligns with your lifestyle and future goals, from understanding risk tolerance to navigating liquidity. Read, watch, or listen for the practical tips current and future inheritors need to make informed decisions about family wealth.