Artwork

Content provided by Katherine Fox, CFP®, CAP® and Katherine Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katherine Fox, CFP®, CAP® and Katherine Fox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

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

15:18
 
Distribuie
 

Manage episode 435787297 series 3518315
Content provided by Katherine Fox, CFP®, CAP® and Katherine Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katherine Fox, CFP®, CAP® and Katherine Fox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

16 episoade

Artwork
iconDistribuie
 
Manage episode 435787297 series 3518315
Content provided by Katherine Fox, CFP®, CAP® and Katherine Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Katherine Fox, CFP®, CAP® and Katherine Fox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

16 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință