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Heir Necessities

Heir Necessities

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Heir Necessities is a business podcast hosted by Katherine Fox, CFP®, CAP®. It has 47 episodes, with the latest published April 2026.

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.

business ·en-us ·47 episodes

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Title
1

My Family Spent $100,000 in the Last 3 Months: Full Budget Breakdown

2

How Jointly Inheriting Real Estate Destroys Sibling Relationships (and What You Can Do About It)

3

Your Rich Parents’ 3 Biggest Money Fears (+ How To Manage Them)

4

Why Inheritors Don’t Give Enough Money Away (and What To Do About It)

5

What Four Generations of Money Taught Me About Building (and Keeping) Wealth

6

What Gen X, Millennial and Gen Z Inheritors Get Wrong About Wills and Trusts

7

The Property and Liability Insurance Mistakes That Leave Inheritors Exposed

8

Your Financial Advisor Is Charging Too Much...And I've Got The Receipts

9

How to Ask Your Parents for Money...AND Get Them to Say Yes

10

Tax Planning Just Became Non-Negotiable for Inheritors: What Changed in 2026

11

ICE Is In Your Portfolio. The Harsh Truth No One Tells You About Getting Rich Under Capitalism

12

A Billionaire's Guide to Raising Money-Smart Kids

13

My Family Spent $400,000 Last Year: Here's the Complete Budget Breakdown

14

10 Questions Every Inheritor Should Ask Before Hiring a Financial Advisor

15

Beyond Market Returns: Managing Wealth During Political Turmoil

16

The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them)

17

Why Rich Kid Guilt is Normal (and What To Do About It!)

18

Mom, Are We Rich? Breaking the Shame Around Family Money Conversations w/Suzy Reidman

19

How Much Should You Spend on a House After Inheriting Millions?

20

How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents

21

July Investment Tea: Trump did WHAT in that tax bill?! + market news

22

Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism

23

Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask

24

Bonus Episode! Ask Me Anything: Inheritance and Taxes

25

Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)

26

Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know

27

From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy

28

Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)

29

Born on Third Base: Breaking Free from Inheritance Guilt

30

The New IRA Inheritance Rules: A Millennial Nightmare

31

Help! I'm Inheriting Millions But Don't Know Anything About Money

32

3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic

33

Don't f*** This Up: The Millennial Inheritor's Guide to Investing

34

Trust Fund Blues: Rich on Paper, Stressed in Reality

35

What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor)

36

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

37

2nd Quarter Stock Market Review & What Comes Next

38

Everything Inheritors Need to Know About Impact and ESG and Investing

39

Everything Inheritors Need To Know About Trusts

40

What To Do After Inheriting A House

41

Understanding Wealth and Guilt

42

January-March 2024 Stock Market Review & What Comes Next

43

Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families

44

What Inheritors Need to Know about Taxes

45

What Inheritors Need to Know about Wills, Trusts, and Probate

46

What Inheritors Need to Know about Charitable Giving

47

Protecting Digital Privacy After Death

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