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Contenido proporcionado por Katherine Fox, CFP®, CAP® and Katherine Fox. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Katherine Fox, CFP®, CAP® and Katherine Fox o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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What to do When You're the "Rich Friend" (Overcoming Social Isolation as a Young Inheritor)

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Manage episode 438378720 series 3518315
Contenido proporcionado por Katherine Fox, CFP®, CAP® and Katherine Fox. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Katherine Fox, CFP®, CAP® and Katherine Fox o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/inheritance-wealth-friends
Do you have sudden riches but a shrinking social circle?
In this eye-opening episode, I dive into the rarely discussed world of young inheritors who find themselves unexpectedly wealthier than their peers.
Discover how to navigate tricky friendships, beat the wealth guilt blues, and find your tribe when your bank account doesn't match your friend group.
From stealth wealth strategies to building bridges across tax brackets, I'm dishing out real talk on making it rain without losing your roots.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon 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.

  continue reading

17 episodios

Artwork
iconCompartir
 
Manage episode 438378720 series 3518315
Contenido proporcionado por Katherine Fox, CFP®, CAP® and Katherine Fox. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Katherine Fox, CFP®, CAP® and Katherine Fox o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Transcript and Show Notes at: www.sunnybranchwealth.com/blog/inheritance-wealth-friends
Do you have sudden riches but a shrinking social circle?
In this eye-opening episode, I dive into the rarely discussed world of young inheritors who find themselves unexpectedly wealthier than their peers.
Discover how to navigate tricky friendships, beat the wealth guilt blues, and find your tribe when your bank account doesn't match your friend group.
From stealth wealth strategies to building bridges across tax brackets, I'm dishing out real talk on making it rain without losing your roots.

Sunnybranch Wealth LLC (“Sunnybranch Wealth”) is a registered investment advisor offering advisory services in the State of Oregon 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.

  continue reading

17 episodios

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