{"podcast":{"title":"It's All Money","slug":"it-s-all-money-6950266","podcast_index_feed_id":6950266,"rss_url":"https://www.spreaker.com/show/6212742/episodes/feed","website_url":"https://www.spreaker.com/podcast/it-s-all-money--6212742","image_url":"https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4cb905d658ed501955cbcd708c91eca1.jpg","author":"707 Media, Fermata Advisors","episode_count":39,"summary":"Your 401k, a classic car collection, quantitative easing and the rising cost of your fast food burger all seem like wildly different topics. And yet somehow, they all end up hitting your checking account one way or another. It's All Money draws the throughline for investing, sales, taxes, business stories, economics and day-to-day spending. Every episode is designed for you to walk away at the end with 1 useful tip to increase your financial confidence, even if (actually especially if) you knew very little about the topic at the start. Because ultimately, It's All Money . It's All Money is powered by Sonoma Wealth. The show is hosted by Sonoma Wealth Managing Principal Daren Blonski, CFP® AIF® and Marketing Director Dano Weir. Sonoma Wealth is the private wealth arm of Fermata Advisors. Fermata's holistic financial services also includes Fermata 401k and Fermata Tax. Fermata is headquartered in Sonoma, California with offices across Northern California in Santa Rosa, San Rafael, Auburn and Chico.","last_synced_at":"2026-07-19T00:19:00.018475+00:00","page_url":"https://stenobird.com/podcast/it-s-all-money-6950266"},"episode":{"title":"10 Ways To Avoid The Inheritor’s Dilemma","slug":"10-ways-to-avoid-the-inheritor-s-dilemma","published_at":"2026-01-06T18:00:08+00:00","page_url":"https://stenobird.com/podcast/it-s-all-money-6950266/10-ways-to-avoid-the-inheritor-s-dilemma","show_page_url":"https://stenobird.com/podcast/it-s-all-money-6950266","url":"https://www.spreaker.com/episode/10-ways-to-avoid-the-inheritor-s-dilemma--69197899","audio_url":"https://api.spreaker.com/download/episode/69197899/ep29_inheritance.mp3","summary":"Kicking off season 3 of It’s All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing? Well...maybe. In the next 20 years, the largest wealth transfer in the history the USA is about to take place. Whether giving or receiving...are you prepared? Do you have a plan? Sonoma Wealth Marketing Director Dano Weir and Managing Principal Daren Blonski examine 10 ways to avoid The Inheritor’s Dilemma: Why are emotions the first piece to address in an inheritance plan? What are the risks of co-mingling assets? Does this mean you need professional tax help now? What skills do you need to keep inheritances from becoming a ‘curse’? What’s more valuable than ‘stuff’ ? We hope you enjoy this practical and grounded look at a complicated part of life. Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/ Video available on our YouTube Channel: https://youtu.be/_WECTSDfebk References https://sites.lsa.umich.edu/mje/2025/04/03/the-great-wealth-transfer-and-its-implications-for-the-american-economy/ https://www.statista.com/statistics/296974/us-population-share-by-generation/?srsltid=AfmBOopU4fUfrw8KMLku4bNUy-P0JCKGNr-VzwKlooHwLvRFdqLqqBct _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance. The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we d…","meta_description":"Kicking off season 3 of It’s All Money with a special double-episode answering what seems like an obvious question- is inheriting money a good thing? Well…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3408,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/it-s-all-money-6950266/episodes/10-ways-to-avoid-the-inheritor-s-dilemma/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/it-s-all-money-6950266/10-ways-to-avoid-the-inheritor-s-dilemma.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}