All Episodes
Heir Necessities — 51 episodes
The Gift Tax Rule Your Parents Don't Know (& how it could be costing you millions)
The Trust Fund Playbook: 5 Essential Questions
The Best Generational Wealth Hack I’ve Ever Seen (+ Step by Step Instructions)
How to Turn a Market Dip Into a Long-Term Win
My Family Spent $100,000 in the Last 3 Months: Full Budget Breakdown
How Jointly Inheriting Real Estate Destroys Sibling Relationships (and What You Can Do About It)
Your Rich Parents’ 3 Biggest Money Fears (+ How To Manage Them)
Why Inheritors Don’t Give Enough Money Away (and What To Do About It)
What Four Generations of Money Taught Me About Building (and Keeping) Wealth
What Gen X, Millennial and Gen Z Inheritors Get Wrong About Wills and Trusts
The Property and Liability Insurance Mistakes That Leave Inheritors Exposed
Your Financial Advisor Is Charging Too Much...And I've Got The Receipts
How to Ask Your Parents for Money...AND Get Them to Say Yes
Tax Planning Just Became Non-Negotiable for Inheritors: What Changed in 2026
ICE Is In Your Portfolio. The Harsh Truth No One Tells You About Getting Rich Under Capitalism
A Billionaire's Guide to Raising Money-Smart Kids
My Family Spent $400,000 Last Year: Here's the Complete Budget Breakdown
10 Questions Every Inheritor Should Ask Before Hiring a Financial Advisor
Beyond Market Returns: Managing Wealth During Political Turmoil
The Top 3 Investing Mistakes New Inheritors Make (And How to Avoid Them)
Why Rich Kid Guilt is Normal (and What To Do About It!)
Mom, Are We Rich? Breaking the Shame Around Family Money Conversations w/Suzy Reidman
How Much Should You Spend on a House After Inheriting Millions?
How to Raise Rich Kids Who Don't Suck: A Guide for Wealthy Parents
July Investment Tea: Trump did WHAT in that tax bill?! + market news
Impact Investing Decoded: Your Guide from Basic ESG to All-In Activism
Trust Fund Kid 101: 5 Questions Nobody Tells You to Ask
Bonus Episode! Ask Me Anything: Inheritance and Taxes
Tariff Tantrum: Why the Stock Market is Freaking Out (But You Shouldn't Be)
Inheritance Tax Myths, Busted: What Millennial and Gen X Inheritors ACTUALLY need to know
From Trust Fund to 529: Why Rich Families Are Switching Up Their College Strategy
Tech Giants, Trump, and Your Money: What Happened in 2024 (And What's Next)
Born on Third Base: Breaking Free from Inheritance Guilt
The New IRA Inheritance Rules: A Millennial Nightmare
Help! I'm Inheriting Millions But Don't Know Anything About Money
3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic
Don't f*** This Up: The Millennial Inheritor's Guide to Investing
Trust Fund Blues: Rich on Paper, Stressed in Reality
What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor)
Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)
2nd Quarter Stock Market Review & What Comes Next
Everything Inheritors Need to Know About Impact and ESG and Investing
Everything Inheritors Need To Know About Trusts
What To Do After Inheriting A House
Understanding Wealth and Guilt
January-March 2024 Stock Market Review & What Comes Next
Inheritance and Estate Planning Advice for Inheritors in Non-Traditional Families
What Inheritors Need to Know about Taxes
What Inheritors Need to Know about Wills, Trusts, and Probate
What Inheritors Need to Know about Charitable Giving
Protecting Digital Privacy After Death