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Contenuto fornito da Katherine Fox, CFP®, CAP® and Katherine Fox. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Katherine Fox, CFP®, CAP® and Katherine Fox o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Born on Third Base: Breaking Free from Inheritance Guilt

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Manage episode 454696961 series 3518315
Contenuto fornito da Katherine Fox, CFP®, CAP® and Katherine Fox. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Katherine Fox, CFP®, CAP® and Katherine Fox o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-and-guilt
Let's talk about the elephant in the room: inheritance guilt.

You know the feeling. You just inherited millions, but instead of feeling excited or grateful, you're drowning in guilt.

Maybe it's because you're still here while your loved one isn't.

Maybe it's the weight of unearned privilege keeping you up at night.

In this episode, I'm getting real about why so many inheritors struggle with these feelings and why it's so hard to talk about them with anyone - even therapists (yeah, I've got stories about that).

As someone who's been there myself, I'm sharing my perspective on why this guilt shows up and what you can do about it.

No sugar-coating, no BS - just honest talk about one of the most challenging, emotional aspects of inherited wealth that nobody prepared us for.

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

24 episodi

Artwork
iconCondividi
 
Manage episode 454696961 series 3518315
Contenuto fornito da Katherine Fox, CFP®, CAP® and Katherine Fox. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Katherine Fox, CFP®, CAP® and Katherine Fox o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Episode and show notes at: www.sunnybranchwealth.com/blog/inheritance-and-guilt
Let's talk about the elephant in the room: inheritance guilt.

You know the feeling. You just inherited millions, but instead of feeling excited or grateful, you're drowning in guilt.

Maybe it's because you're still here while your loved one isn't.

Maybe it's the weight of unearned privilege keeping you up at night.

In this episode, I'm getting real about why so many inheritors struggle with these feelings and why it's so hard to talk about them with anyone - even therapists (yeah, I've got stories about that).

As someone who's been there myself, I'm sharing my perspective on why this guilt shows up and what you can do about it.

No sugar-coating, no BS - just honest talk about one of the most challenging, emotional aspects of inherited wealth that nobody prepared us for.

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

24 episodi

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