The Great Wealth Transfer (EP. 113)
For generations, Americans have spent decades building wealth through homes, businesses, investments, and retirement accounts. Now, much of that wealth is beginning to move to the next generation. In this episode, we explore The Great Wealth Transfer—how we got here, why trillions of dollars are expected to change hands, and what that could mean for families and investors.
But transferring wealth is about more than simply passing along money. We discuss the importance of preparation, communication, estate planning, and teaching the next generation how to handle what they receive. Because building wealth is only half the journey—the real challenge may be making sure the next generation is ready for the handoff.
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