FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
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FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...
Born on Third Base: Breaking Free from Inheritance Guilt
Heir Necessities
12 minutes
11 months ago
Born on Third Base: Breaking Free from Inheritance Guilt
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 thes...
Heir Necessities
FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors Most financial advisors don't understand inheritors. So, how can you find one who does? In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers! These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you? They will also let you ...