Por: Katherine Fox, CFP®, CAP®

Heir Necessities with Katherine Fox is your insider's guide to the complex world of inheritance.Join Katherine – a CERTIFIED FINANCIAL PLANNER™, wealth manager, and inheritor who's been in your shoes – for bi-weekly, 15-minute episodes that demystify the inheritance process. Katherine breaks down everything from awkward family money talks to ethical investing.She's your personal "old white man translator," turning stuffy financial jargon into advice you'll actually use. Whether you're dealing with a trust fund, a surprise windfall, or are anticipating an inheritance, Heir Necessities has straight talk and smart strategies to help you navigate your newfound wealth.Tune in for insights and honest conversations to help you write your own financial story – because there's more to inheriting wealth than just the money.

34 episodios disponibles