
Sign up to save your podcasts
Or


Full transcript and show notes @ www.sunnybranchwealth.com/blog/raising-rich-kids
Your kids are already learning money lessons, whether you're teaching them intentionally or not.
They're watching how you relate to money, how you talk about wealth, and how you handle your privilege.
In this episode, I'm breaking down exactly how to get conscious about the money values you're passing down and how to have honest, age-appropriate conversations about family wealth.
The big takeaway?
Stop hiding your wealth from your kids - it's doing more harm than good.
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.
By Katherine Fox, CFP®, CAP®Full transcript and show notes @ www.sunnybranchwealth.com/blog/raising-rich-kids
Your kids are already learning money lessons, whether you're teaching them intentionally or not.
They're watching how you relate to money, how you talk about wealth, and how you handle your privilege.
In this episode, I'm breaking down exactly how to get conscious about the money values you're passing down and how to have honest, age-appropriate conversations about family wealth.
The big takeaway?
Stop hiding your wealth from your kids - it's doing more harm than good.
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.