FULL EPISODE AND SHOW NOTES: www.sunnybranchwealth.com/blog/2026-bond-portfolio-changes

Heir Necessities is still on break, but I'm dropping in to give y'all a BTS of what it really looks like to work with Sunnybranch.

This episode went out to Sunnybranch clients, explaining the trades I put through in their portfolios last week in response to changing conditions in the bond market.

Do you get this level of detail (plus explanations you can actually understand) from your advisor?

If not, let's chat.

Hit me up on IG @ www.instagram.com/sunnybranchwealth

Reach out @ www.sunnybranchwealth.com/contact

Book a FREE intro call @ www.calendly.com/sunnybranchwealth/intro-call

And stay posted, because Heir Necessities is coming back for Season FIVE next month!

Talk soon,

Katherine

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.

Heir Necessities is officially on summer break.

This fall will be the beginning of Season 5, and I'm excited about what we have in store for you. If you have any episode ideas or suggestions, please reach out - I would love to hear from you.

In the meantime, I'm not going anywhere. You can get in touch by reaching out over email at katherine@sunnybranchwealth.com, check me out on Instagram @sunnybranchwealth, and if you've been meaning to book that intro call, now is a great time to do it.

I hope you and your family have a great summer, and we will be back with the podcast in September!

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/2026-asking-parents-for-money

Your parents told you they want to give you money.

But they haven’t done anything yet.

And it's been months, or even years.

So what can you do to move things along?

Would you believe me if I told you a PowerPoint is your best next step?

Seriously, head on back to junior year of high school and dust off those animation and fly-in skills.

In this episode, I teach you how to build an A+ presentation that will get your parents to give you money.

This is a skill set I've been building since I was sixteen, and now I'm giving you all my tips and tricks:

• Finding the right setting
• Framing a shared fear
• Getting vulnerable with your balance sheet

So you can stop dancing around family money conversations and get down to serious business.

Whether you’re seeking help with a house, college funding for your kids, or just more open money conversations in your family, this episode has what you need to know.

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.