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

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/my-family-money-storyWhy do I think it’s so important to have honest conversations with your family about money? It all starts with my own story. In this episode, I take you back over 100 years to the woman who laid the foundation for my family's wealth. Join me as I walk through the four generations that grew, protected, and passed down the money my family has today. You’ll learn what the name Sunnybranch means, what my parents taught me about money as a teen, and how everything I learned about money growing up shaped the way I show up for inheritors like you. -------------------Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon, the State of California, the State of Washington, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.