Heir Necessities
By Katherine Fox, CFP®, CAP®
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Category: Investing
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Episodes: 54
Description
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.
| Episode | Date |
|---|---|
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The estate planning traps your attorney didn't tell you (+ how to fix them)
|
May 28, 2026 |
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PSA: Your Inheritance Isn't a Retirement Plan (Unless You Want to End Up Broke)
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May 21, 2026 |
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The 529 Trap Rich Families Need to Avoid
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May 14, 2026 |
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The Gift Tax Rule Your Parents Don't Know (& how it could be costing you millions)
|
May 07, 2026 |
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The Trust Fund Playbook: 5 Essential Questions
|
Apr 30, 2026 |
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The Best Generational Wealth Hack I’ve Ever Seen (+ Step by Step Instructions)
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Apr 23, 2026 |
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How to Turn a Market Dip Into a Long-Term Win
|
Apr 16, 2026 |
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My Family Spent $100,000 in the Last 3 Months: Full Budget Breakdown
|
Apr 09, 2026 |
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How Jointly Inheriting Real Estate Destroys Sibling Relationships (and What You Can Do About It)
|
Apr 02, 2026 |
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Your Rich Parents’ 3 Biggest Money Fears (+ How To Manage Them)
|
Mar 26, 2026 |
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Why Inheritors Don’t Give Enough Money Away (and What To Do About It)
|
Mar 19, 2026 |
|
What Four Generations of Money Taught Me About Building (and Keeping) Wealth
|
Mar 12, 2026 |
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What Gen X, Millennial and Gen Z Inheritors Get Wrong About Wills and Trusts
|
Mar 05, 2026 |
|
The Property and Liability Insurance Mistakes That Leave Inheritors Exposed
|
Feb 26, 2026 |
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Your Financial Advisor Is Charging Too Much...And I've Got The Receipts
|
Feb 19, 2026 |
|
How to Ask Your Parents for Money...AND Get Them to Say Yes
|
Feb 12, 2026 |
|
Tax Planning Just Became Non-Negotiable for Inheritors: What Changed in 2026
|
Feb 05, 2026 |
|
ICE Is In Your Portfolio. The Harsh Truth No One Tells You About Getting Rich Under Capitalism
|
Jan 29, 2026 |
|
A Billionaire's Guide to Raising Money-Smart Kids
|
Jan 22, 2026 |
|
My Family Spent $400,000 Last Year: Here's the Complete Budget Breakdown
|
Jan 15, 2026 |
|
10 Questions Every Inheritor Should Ask Before Hiring a Financial Advisor
|
Oct 29, 2025 |
|
Beyond Market Returns: Managing Wealth During Political Turmoil
|
Oct 16, 2025 |
|
The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them)
|
Oct 09, 2025 |
|
Why Rich Kid Guilt is Normal (and What To Do About It!)
|
Sep 25, 2025 |
|
Mom, Are We Rich? Breaking the Shame Around Family Money Conversations w/Suzy Reidman
|
Sep 11, 2025 |
|
How Much Should You Spend on a House After Inheriting Millions?
|
Aug 14, 2025 |
|
How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents
|
Jul 30, 2025 |
|
July Investment Tea: Trump did WHAT in that tax bill?! + market news
|
Jul 16, 2025 |
|
Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism
|
May 29, 2025 |
|
Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask
|
May 07, 2025 |
|
Bonus Episode! Ask Me Anything: Inheritance and Taxes
|
Apr 16, 2025 |
|
Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)
|
Apr 07, 2025 |
|
Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know
|
Mar 10, 2025 |
|
From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy
|
Feb 11, 2025 |
|
Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)
|
Jan 17, 2025 |
|
Born on Third Base: Breaking Free from Inheritance Guilt
|
Dec 09, 2024 |
|
The New IRA Inheritance Rules: A Millennial Nightmare
|
Nov 20, 2024 |
|
Help! I'm Inheriting Millions But Don't Know Anything About Money
|
Nov 04, 2024 |
|
3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic
|
Oct 09, 2024 |
|
Don't f*** This Up: The Millennial Inheritor's Guide to Investing
|
Oct 03, 2024 |
|
Trust Fund Blues: Rich on Paper, Stressed in Reality
|
Sep 16, 2024 |
|
What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor)
|
Sep 05, 2024 |
|
Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)
|
Aug 23, 2024 |
|
2nd Quarter Stock Market Review & What Comes Next
|
Jul 10, 2024 |
|
Everything Inheritors Need to Know About Impact and ESG and Investing
|
May 06, 2024 |
|
Everything Inheritors Need To Know About Trusts
|
May 01, 2024 |
|
What To Do After Inheriting A House
|
Apr 18, 2024 |
|
Understanding Wealth and Guilt
|
Apr 12, 2024 |
|
January-March 2024 Stock Market Review & What Comes Next
|
Apr 08, 2024 |
|
Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families
|
Feb 20, 2024 |
|
What Inheritors Need to Know about Taxes
|
Jan 16, 2024 |
|
What Inheritors Need to Know about Wills, Trusts, and Probate
|
Nov 27, 2023 |
|
What Inheritors Need to Know about Charitable Giving
|
Oct 23, 2023 |
|
Protecting Digital Privacy After Death
|
Oct 04, 2023 |