FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-q1-recap

If you’re a young inheritor, you might wonder what you’re supposed to do when the market is down.

Your parents are freaking out - is it a bad thing that you don’t really care?

Spoiler: absolutely not.

In this episode, I explain why a market downturn can be a HUGE opportunity for younger inheritors, and how you can position yourself to take advantage of the dip.

If you’ve ever wondered about:

• Tax loss harvesting
• Roth conversions
• Investing more when the market is down

This is the episode for you.

Read on for the advice you need to take advantage of the next stock market correction that comes your way.

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 SHOW NOTES: www.sunnybranchwealth.com/blog/spending-recap-q12026

Ever wonder what financial advisors actually spend their money on?

This week I'm sharing a full Q1 2026 budget recap covering everything we spent in the first three months of the year.

If you want to know how much we spend to pay down debt, educate our kids, maintain our home, eat, and satisfy our travel bug, this is the episode for you.

Plus, you’ll learn how I track spending (but never keep a budget) as a future inheritor with a net worth over $5 million and family annual income of ~$400,000.

I’m also sharing a full update on our basement renovation, including tips for inheritors who have never renovated a house (but want to in the future)!

This episode is for everyone who thinks they spend too much, too little, or just wants to peek behind the curtain into my financial life.

Because when I promise radical financial honesty, you’re going to get it.

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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 SHOW NOTES: www.sunnybranchwealth.com/blog/jointly-inherited-real-estate

Inheriting property jointly with your sibling(s) sounds simple enough…until it isn’t.

What happens if one of you wants to sell and the other doesn’t?

What happens if you both want to keep the house, but can’t decide who gets to use it when?

What if you both want to live in it?

There are a million ways this can go wrong. And when it does, the results can be relationship-ending.

But it doesn’t have to be that way.

In this episode, I break down the conversations you NEED to have while your parents are still alive.

Because the best way to avoid this situation is to prevent it from ever happening.

And if you’re already in the thick of a joint property ownership with siblings, I’ve got the advice you need - no matter which side of the issue you’re on.

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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.