FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/trust-fund-reveals

What happens when ultra-wealthy parents hide their net worth from their kids for 20+ years, then spring a surprise "trust reveal party" on them?

Spoiler alert: it gets messy.

In this episode, I contrast two wildly different ways to talk to kids about money.

Join me to explore why one path creates resentment and confusion, while the other builds trust and financial competence.

If you're nervous about raising entitled rich kids, this episode is going to challenge everything you think you know about money and parenting.

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.

FULL EPISODE AND TRANSCRIPT:

My family spent $400,000 in 2025, and this episode breaks it all down with (maybe too much?) transparency.

We spent $190,000 on our house and yard, put $60,000 on 0% interest credit cards when our renovation went over budget, and made some mistakes we're REALLY going to try not to repeat.

Plus, I share what I'm happy with, where we could do better (spoiler: charitable giving), and why our spending probably won't go down much in 2026 even without a major renovation.

If you want real talk about managing wealth as a millennial inheritor, this budget recap is for you.

SHOW NOTES:

Skip renovation content - go to 6:36

Monarch Money - www.monarch.com

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.

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 explore what working with an advisor would look like day-to-day.

If you're an inheritor and tired of feeling lost, listen for advice on choosing an advisor to help you navigate a current or future inheritance.

LINKS

10 Questions to Ask A Financial Advisor (blog post): https://www.sunnybranchwealth.com/blog/questions-for-financial-advisors

Impact Investing @ Sunnybranch:
Quiz! Start here
https://www.sunnybranchwealth.com/blog/impact-esg-investing

Investing at Sunnybranch
https://www.sunnybranchwealth.com/blog/impact-investing-explained

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.