FULL EPISODE & SHOW NOTES: www.sunnybranchwealth.com/blog/sunnybranch-process-and-pricing

Sunnybranch Client Service Calendar: www.sunnybranchwealth.com/s/SW-Client-Service-Calendar.pdf

If you're paying your financial advisor 1% and all you're getting is someone clicking buttons to manage your investments, I’ve got some bad news.

You’re paying too much money for too little value.

In this episode, I break down four levels of financial advisor service that (spoiler!) all cost you the same amount of money.

I also explain what you should be getting for a fee that starts at 1% of assets under management.

Listen for a rundown of Sunnybranch's full client service calendar, from January tax letters to year-end charitable giving strategies, so you can see exactly what comprehensive wealth management looks like.

Whether you're an inheritor trying to figure out if your advisor is actually working for you, or you just realized you’re paying too much money for too little advice, this episode is your wake-up call.

It's time to find an advisor who provides real value for the fee you pay them.

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.

2/12 UPDATE: Audio has been fixed! Thanks for everyone who let me know.

FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/how-to-ask-parents-for-money

We're renovating our basement and, yes, my parents are shelling out the full cost: $350,000.

Before you judge, spend 10 minutes learning about the six-month conversation that got us here.

From exploring an $800k+ ADU to navigating retirement community options and locations - this was the best and cheapest option for my parents.

Spoiler: this episode isn't really about our basement reno.

It's about how my family practices radical money honesty.

It's about why multigenerational estate and wealth transfer planning matters.

And it's about how to ask your parents for money in a way that feels good for you AND for them.

I've been getting money out of my (equally bemused and reluctant) parents since the early aughts.

This is the episode you need to get on my level and learn how to ask your parents for money...in a way that actually works.

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/2026-obba-tax-changes

Tax planning just went from "nice to have" to absolutely non-negotiable for inheritors.

Here's why:

Trump's One Big Beautiful Bill Act changed the game in 2026.

The $15M estate tax exemption is now "permanent."

The SALT cap jumped up to $40k, which is HUGE if you live in a high-tax state.

There are new floors on charitable deductions.

And once your income crosses $500K, phase-outs start kicking in that could cost you serious money if you're not planning ahead.

In this episode, I walk you through the biggest changes you need to understand and explain why you need to be thinking about taxes year-round, not just in April.

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.