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.
Why Rich Kid Guilt is Normal (and What To Do About It!)
Rich kid guilt isn’t something you can shake off by telling yourself to "be grateful." In this episode, I break down why money shame is one of the most common issues wealthy heirs face and share the proven strategies I use to help inheritors rewrite their money stories.
Mom, Are We Rich? Breaking the Shame Around Family Money Conversations w/Suzy Reidman
In this episode I’m joined by my friend, fellow inheritor and coach Suzy Reidman to talk about what it really looks like to grow up wealthy. We also dive into why you’re scared to talk about money with your kids and how that fear is doing you and your heirs more harm than good.
How Much Should You Spend on a House After Inheriting Millions?
You inherited millions, or your parents gave you a huge gift for a down payment - now what? In this episode, I share the framework I use with Sunnybranch clients to help inheritors figure out how much house they can afford and (more importantly) how much house they want to buy.
How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents
Spend-save-give jars aren't enough when you're dealing with real family wealth. Listen or read for the honest conversations and values-based approaches that work to raise grounded kids in wealthy families.
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
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.