Podcasts about wealth transfer

In this engaging conversation, Bob Castellini shares his journey as a successful entrepreneur and the founder of a virtual family office. He discusses the importance of planning for business exits, the six forms of capital that contribute to wealth, and the unique investment strategies employed by family offices. Bob also reflects on his family's legacy in the produce industry and emphasizes the significance of community stewardship through sports ownership. Ultimate Show Notes: 00:01:30 - Overview of Bob Castellini's Background and Experience 00:03:50 - Explanation of Sentinel Private Wealth Group and Its Services 00:08:10 - Discussion on the Six Forms of Capital and Their Importance 00:10:30 - Common Pitfalls for Business Owners During Exits 00:13:50 - Insights on Investment Strategies of High Net Worth Families 00:24:00 - Bob Castellini's Personal Story and Family Business Legacy 00:27:30 - Community Involvement and Impact of the Cincinnati Reds Connect with Bob on Social: https://www.linkedin.com/in/bobcastellini/  Learn More About Accountable Equity: Visit Us: http://www.accountableequity.com/  Access eBook: https://accountableequity.com/case-study/#register  Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

Why are you holding on to that investment property to help your kids buy a house one day? This question captures the broader concept raised by the 'Die with Zero' movement, which calls for investors to transfer wealth sooner rather than later. Will Hamilton of Hamilton Wealth Partners joins Associate Editor, Wealth - James Kirby, in this episode. In today's show, we cover: The debate over intergenerational fairness Practical tips for helping your children buy a house The broader attraction of 'Die with Zero' An update on the latest home grant blitz See omnystudio.com/listener for privacy information.

What happens when families avoid talking about inheritance? Mike Doulgas dives into the real-life drama of legacy planning, revealing why open conversations and financial education are crucial for preserving your legacy. Hear how secrecy can spark family conflict—and learn strategies to help your wealth last for generations. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

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In this episode, Tony speaks with Khanyi Nzukuma, CEO of Glacier by Sanlam, about the Great Wealth Transfer—a major global trend involving the shift of trillions of dollars from Baby Boomers to younger generations. They discuss the significant challenges and opportunities this transition presents for financial advisors, particularly in engaging with tech-savvy millennials. The conversation also covers the unique situation in South Africa where wealth is distributed across various jurisdictions, necessitating complex estate planning and robust financial structures. Learn how Glacier by Sanlam is helping advisors navigate these complexities with specialized solutions and products.

In this episode of Insight is Capital, host Pierre Daillie welcomes Deborah Fuhr, one of the world's foremost authorities on ETFs and the Founder and Managing Partner of ETFGI. Together, they explore the explosive growth of the global ETF industry—now surpassing $18.8 trillion in assets—and what this means for advisors, investors, and the evolving landscape of financial innovation.Deborah shares her unique perspective ahead of the 7th Annual ETFGI Global ETF Insights Summit in Toronto, offering deep insight into the democratization of investing, the rise of active and structured ETFs, the role of women and wealth transfer, and the next wave of transformation—from tokenization to digital assets.

Bernie Sanders says a vast amount of wealth - $50 trillion - has moved from 90% of the population to the wealthiest Americans since the 1970s. The figure comes from a study by Carter Price, a senior mathematician at nonprofit research institute the RAND Corporation.Tim Harford speaks to Carter to understand how he calculated his figures and what they really mean.If you've seen a number in the news you think we should take a look at, email moreorless@bbc.co.uk Presenter: Tim Harford Producer: Nicolas Barrett Series producer: Tom Colls Sound mix: Giles Aspen Editor: Richard Vadon

The Path to a Unified Church: Love, Focus, and the Fruit of the Spirit Join Dr. Edith Davis as she dives deep into what it takes for the church to become the unified, spotless Bride for which Christ Jesus is returning. This teaching challenges listeners to look beyond cultural and denominational differences to find common ground in the Lordship of Christ. Dr. Davis explains the crucial nature of our time on earth—a "vapor" that determines our eternity—and offers practical insights into spiritual maturity and obedience. Here are the main points discussed: -- Unity is achieved through a single-minded focus on Jesus Christ as our Lord and Savior, not through uniformity of culture or color. -- There are only two eternal categories: forgiven (going to heaven) and unforgiven (going to hell). -- As three-part beings (spirit, soul, and body), our spirit is instantly righteous, but our soul (mind, will, and emotions) must be continually transformed and renewed to align with Christ. -- The authentic Fruit of the Spirit is multifaceted—it includes love, joy, peace, patience, kindness, goodness, faithfulness, gentleness, meekness, and self-control—and if any part is missing, it is a counterfeit. -- Intimacy with the Father, Son, and Holy Spirit is cultivated through ascending and focusing like a "laser beam" on Jesus, as exemplified by Mary of Bethany. -- Becoming the unified church requires living out the fundamental commands: loving one another, loving our neighbor (anyone in our sphere of influence, like the Good Samaritan), and supernaturally loving our enemies. -- There will be a major wealth transfer from the kingdom of darkness to the righteous who are about the Father's business. To be a candidate for this, one must be a tither (10% off the top) and a giver now, demonstrating faithfulness over the "little." Scriptures for Further Study -- Galatians 5:22-23 (The Fruit of the Spirit) -- Acts 7:60 (Stephen's prayer for forgiveness) -- Matthew 14:28-31 (Peter walking on water) This is episode 380. +++++++ Check out my new website: https://www.enterthegloryzone.org/ MY AUDIO BOOK IS NOW AVAILABLE FOR PURCHASE You can Divorce Proof Your Marriage by understanding the Secret Keys of Love. You will come to understand that your Marriage has an enemy. You will come to understand that you are dating your future spouse representative. You will come to understand that your Marriage has the gift of Supernatural Sex. For more information about purchasing this audio book, click here: https://personalbuy.com/shopsite_sc/store/html/product8702.html

Elaine Asher, Co-founder & Chief Strategy Officer of Eve Wealth joins The Aubservation to break down a simple reality: women are set to control ~$30T by 2030, and crypto is a once-in-a-generation on-ramp to real ownership.We cover:- Why 70% of widows fire their advisor in 3 months- AI-driven portfolios- Why women investors outperform men- Does bitcoin have product market fit?- The problem with bitcoin onboarding UXSubscribe for new episodes weekly. Follow Aubrey: https://x.com/aubreystrobel Follow the show: https://x.com/theaubservation Follow Elaine: https://x.com/EAsherSFListen on Spotify, Apple and more.Brought to you by Figure Markets, the platform to Earn and Borrow. This episode is brought to you by Figure, the platform to Earn and Borrow.Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin, Ethereum, Solana with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain.Unlock your crypto's potential today. Visit their app to apply for a Crypto Backed Loan today! https://figuremarkets.co/aubreyDisclosure: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply.

No.1 Business Expert NATALIE DAWSON reveals how to build wealth, scale a 9-figure business, lead with confidence, master productivity, and create long-term success.  Natalie Dawson is a leadership expert and co-founder of two 9-figure businesses: Cardon Ventures and 10X Health, she has helped over 15,000 entrepreneurs scale their companies. She is also the author of best-selling books such as, ‘Start the Work: How to Duplicate Yourself and Scale Your Business'.  She explains:  ◼️Why certain traits will guarantee failure in business (and how to fix them) ◼️The exact PPF framework that took her from $30K to $300K ◼️How 1% of people set goals differently, and why it changes everything ◼️The $100K skill stack that schools never teach, but millionaires all master ◼️Why most people think they're working hard…but aren't even close (00:00) Intro   (02:14) Why People Can't Create Wealth   (03:56) Helping Businesses Make Millions   (06:22) What Makes a Business Owner Successful   (12:35) The 3-Step Framework for Goal Setting   (15:13) From Anxious to Badass Entrepreneur   (17:46) Advice for Young People Who Don't Believe in Themselves   (18:53) Do Looks Really Matter in How You Show Up?   (20:46) How Important Is Communication?   (23:57) How the 1% Elite Speak   (25:28) How to Persuade with Your Ideas   (29:22) Avoiding These Words Will Improve Your Communication Skills   (32:40) Mastering Your Calendar   (35:53) Work-Life Balance   (37:46) Working Hard 24/7 and Burnout   (41:27) Do People Really Burn Out?   (43:43) How to Be a Great Parent and Work Hard   (47:47) Success vs. Happiness   (53:18) Individualism Isn't Within Our Nature   (57:36) How to Get People to Respect You   (01:03:04) I Fired Someone at My Company for Cheating   (01:05:40) Ads  (01:06:39) How to Start a Business Today   (01:08:54) Is Market Growth Important When Building a Company?   (01:10:13) The Most Profitable Business in 2026   (01:12:54) The Vision, Commitment, Execution Framework to Scale a Company   (01:26:16) The 10-Step Process to Become a Millionaire   (01:33:14) The Women's Wealth Transfer   (01:40:49) Ads   (01:42:57) What's the Reality About Passive Income?   (01:46:11) What Jobs Won't Be Taken Over by AI?   (01:50:54) The Only Barrier You Have Is Not Believing in Yourself   (01:58:22) How I Earned Respect and Communication Skills   Follow Natalie:  YouTube - https://bit.ly/4qIBvIl  Instagram - https://bit.ly/4hL4ruZ  TikTok - https://bit.ly/49E4R4f  LinkedIn - https://bit.ly/47ENZba  Newsletter - https://bit.ly/47HpES2  Get your free copy of Natalie's bestselling book, ‘TeamWork', here: http://cardoneventures.com/doac   The Diary Of A CEO: ◼️Join DOAC circle here - https://doaccircle.com/  ◼️Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook  ◼️The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt  ◼️The Diary Of A CEO Conversation Cards (Second Edition): https://g2ul0.app.link/f31dsUttKKb  ◼️Get email updates - https://bit.ly/diary-of-a-ceo-yt  ◼️Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb  Sponsors: Vanta - https://vanta.com/steven  Apple:  https://www.apple.com/mac/      Adobe Express - http://ADOBE.LY/STEVEN

During this episode, we're going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about. If you have questions or would like an appointment contact Tara at 719-210-4242 or on line at www.nolanfinancialpartners.com 

During this episode, we're going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about. If you have questions or would like an appointment contact Tara at 719-210-4242 or on line at www.nolanfinancialpartners.com 

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A massive $84 trillion wealth transfer is underway — and it could fuel the biggest housing boom in U.S. history. In this episode, Kathy Fettke breaks down the demographic, economic, and policy forces driving what some analysts call a 25-year housing surge. Learn why Millennials and Gen Z could power decades of demand, how Boomers are reshaping supply, and what this means for real estate investors preparing for the next cycle. JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1  FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS SOURCE: https://www.housingwire.com/articles/the-25-year-housing-surge-and-why-the-boom-is-just-beginning/

#ThisMorning | #Planning for the #Great #Wealth #Transfer | Alonso Munoz, Hamilton Capital Partners | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness

Singapore’s inheritance expectations are rising - and so are the stakes. Over half of Singaporeans say they expect to receive or have already received an inheritance, with one in five anticipating a million-dollar windfall. Michelle Martin unpacks Etiqa Insurance’s new Wealth Transfer Insights Report with Jess Tan, Chief Distribution Officer, Etiqa Insurance Singapore. They explore how Singaporeans are rethinking legacy, why financial literacy is key to managing sudden wealth, and what families can do to avoid conflict and ensure smooth intergenerational planning. Hosted by Michelle Martin. See omnystudio.com/listener for privacy information.

Are you risking your retirement on just a handful of stocks? This past weekend’s radio show dives into the hidden dangers of over-concentration in today’s market, the “Magnificent Seven” stocks, and why diversification is crucial as you approach retirement. Plus, Abe Abich spotlights the unique financial challenges women face and the importance of planning for life’s unexpected turns. Real listener stories and expert advice make this episode a must-hear for anyone nearing retirement or navigating the great wealth transfer. Tune in for practical insights and strategies you can use now. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

We're witnessing the biggest financial shift humanity has ever seen from aging legacy systems and fiat currency to the hardest money ever created: Bitcoin. In this video, I break down how this $750T global wealth transfer is unfolding, who's positioned to benefit, and why Bitcoin is at the center of it all. From institutional adoption to generational change, everything is aligning for what could become the most explosive decade in financial history. Stay till the end as the numbers will blow your mind. Please Like, Share, and Subscribe to my channel!

Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack:✅ The 7-step exit planning process✅ Insider vs. outsider transitions✅ Building business value & legacy✅ Emotional readiness for life after ownership

Joe Anderson, CFP® and Big Al Clopine, CPA tackle the fears that mess with even the best-laid financial plans, today on Your Money, Your Wealth® podcast 552. Big Wallet Barbie and Ken from the Midwest have saved millions, but Barbie's still worried about retiring early, buying a new house, and converting to Roth. Is she second-guessing her plans? The fellas spitball for Dan from Florida, who's flying high in the 35% tax bracket and trying to decide between Roth 401(k) contributions and future Roth conversions. They also float a surprising idea - one that's rare on YMYW - for a listener from Chicago who is FIRE'd Up about Roth vs. pre-tax and making a tax-smart wealth transfer. We'll wrap up with a couple of your comments. Free Financial Resources in This Episode: https://bit.ly/ymyw-552 (full show notes & episode transcript) Emotionless Investing Guide The Truth About Your Love/Hate Relationship With Money - YMYW TV Financial Blueprint (self-guided) Financial Assessment (Meet with an experienced professional) REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter   Connect With Us: YouTube: Subscribe and join the conversation in the comments Podcast apps: subscribe or follow YMYW in your favorite Apple Podcasts: leave your honest reviews and ratings   Chapters:  00:00 - Intro: This Week on the YMYW Podcast 00:49 - Big Wallet Barbie and Ken's Roth Conversion, Retirement, and Home Purchase Strategy (Barbie Mattel, Midwest) 08:58 - Roth 401(k) Contributions or Roth Conversions? Flying High in the 35% Tax Bracket (Dan, FL) 17:23 - High-Earners Planning FIRE and Wealth Transfer: Roth, Pre-Tax… Life Insurance? (FIRE'd Up, Chicago) 29:56 - Correction on Spousal Social Security Benefits After the Fairness Act (Cindy) 33:37 - Follow Up: The Kids Are Pretty Alright (Lucas, MN) 34:44 - Outro: Next Week on the YMYW Podcast

This weekend, violence erupted between Gaza militants and Israeli soldiers, threatening the ceasefire. Millions joined No Kings protests, expressing a range of complaints against the current administration. And, a heist of precious jewels from the Louvre prompts questions about national identity and politics. Mike Cosper and Clarissa Moll discuss these headlines, and Clarissa sits down with Kendra VanderMeulen of the National Christian Foundation to discuss the great wealth transfer happening between generations.    GO DEEPER WITH THE BULLETIN:  -Join the conversation at our Substack.  -Find us on YouTube.  -Rate and review the show in your podcast app of choice.    ABOUT THE GUESTS:   Kendra VanderMeulen is the CEO of the National Christian Foundation, the largest Christian grantmaker in the world. The team at NCF mobilizes resources and inspires Biblical generosity, serving thousands of families, advisors, and ministries nationwide.  ABOUT THE BULLETIN:  The Bulletin is a twice-weekly politics and current events show from Christianity Today moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor-at-large and columnist) and Mike Cosper (senior contributor). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more.    The Bulletin listeners get 25% off CT. Go to https://orderct.com/THEBULLETIN to learn more.    “The Bulletin” is a production of Christianity Today  Producer: Clarissa Moll  Associate Producer: Alexa Burke  Editing and Mix: Kevin Morris Graphic Design: Rick Szuecs Music: Dan Phelps  Executive Producers: Erik Petrik and Mike Cosper   Senior Producer: Matt Stevens Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Beer and Money, Ryan Burklo and Rob Bukacek delve into the intricacies of estate planning, focusing on a sample client with a $4 million estate. They discuss the importance of revocable living trusts, the avoidance of probate, and the management of assets to ensure they are passed on to heirs in a protected manner. The conversation also touches on the implications of spousal trusts, estate taxes, and strategies for safeguarding assets for future generations, emphasizing the need for careful planning to protect family wealth. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Estate planning is crucial for high-net-worth individuals. Revocable living trusts help manage assets and avoid probate. It's important to consider potential issues with heirs, such as addiction or financial irresponsibility. Amendments to trusts may be necessary as laws and family situations change. Life insurance can impact estate tax considerations significantly. Understanding state-specific estate tax exemptions is essential for planning. Credit shelter trusts can protect assets from creditors and divorcing spouses. Trusts can be structured to provide for children while protecting their inheritance. Parents should consider how to manage their children's access to wealth after their passing. Effective estate planning requires ongoing education and adjustments.  Chapters 00:00 Introduction to Estate Planning 03:02 Understanding the Sample Client's Estate 06:14 The Role of Revocable Living Trusts 09:00 Avoiding Probate and Managing Assets 11:57 Navigating Spousal Trusts and Estate Taxes 17:51 Protecting Assets for Future Generations

In this can't-miss episode of Dollars & Sense, hosts Joel Garris and Zach Keister tackle the timely topics reshaping America's financial landscape. They kick off with a deep dive into tariffs—cutting through the headlines to reveal how the U.S. economy remains resilient, why the actual costs may be less than you think, and what you can do to protect your portfolio.Next, they demystify the Great Wealth Transfer, exposing the gap between Gen Z's inheritance expectations and the realities Baby Boomers face, from rising healthcare costs to shifting family values. You'll hear practical advice and real-life stories that show how open conversations and professional planning can make all the difference. Joel and Zach also explore the dynamics of staggered retirement—why most couples don't retire at the same time, the financial benefits and emotional hurdles involved, and actionable strategies to help partners plan for this new reality. Drawing on client experiences and their “Next Gen Dollars and Sense” workbook, they share tips to help listeners budget smarter, communicate better, and turn uncertainty into opportunity. Whether you're worried about market volatility, planning for inheritance, or figuring out retirement timing with your spouse, this episode delivers step-by-step solutions, expert insights, and engaging banter.  

Richard Gearhart and Elizabeth Gearhart, co-hosts of Passage to Profit Show interview Bobby Mascia from Green Ridge Wealth Planning and Business Unchained Podcast.   In this episode, wealth strategist and entrepreneur Bobby Moshia, founder of Green Ridge Wealth Planning, shares his powerful journey from running his family's Dunkin' Donuts franchises to helping business owners build true freedom and lasting wealth. After navigating family dynamics, failed succession plans, and the emotional lessons of legacy, Bobby reveals why being “exit ready” isn't just about selling your business — it's the smartest growth strategy you can have. Tune in to learn how to protect your family, your fortune, and your future while building a business that works for you, not the other way around. Read more at: https://bobbymascia.com/     Whether you're a seasoned entrepreneur, a startup, an inventor, an innovator, a small business or just starting your entrepreneurial journey, tune into Passage to Profit Show for compelling discussions, real-life examples, and expert advice on entrepreneurship, intellectual property, trademarks and more. Visit https://passagetoprofitshow.com/ for the latest updates and episodes. Chapters (00:00:02) - Passage to Profit(00:00:54) - How to Help Your Dad Exit His Business(00:04:37) - What are the elements of a business that is exit ready?(00:05:27) - Why Baby Boomers Should Prepare for(00:06:56) - Are You Still Running the Dunkin Donut Franchises?(00:08:09) - What is the family business?(00:09:34) - The Secret to Successful Family Business(00:13:17) - Do Your Kids Have a Role in the Business?(00:15:28) - Passageway to Profit

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas dive into one of the most significant financial shifts of our time — the intergenerational wealth transfer.Over the next 25 years, trillions of dollars will move from one generation to the next, and the way families plan for this transition will determine whether that wealth endures or disappears.Joining them is Glen Frost, Partner in PwC's Private Clients team and leader of PwC's Australian Family Office practice. With over three decades of experience advising business owners, entrepreneurs, and family offices, Glen shares invaluable insights on how to protect, structure, and pass on wealth effectively.They unpack:

Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack:✅ The 7-step exit planning process✅ Insider vs. outsider transitions✅ Building business value & legacy✅ Emotional readiness for life after ownership

GRACE AND OIL 2025 - DAY 7 EVENINGSPEAKER: PROPHET EBENEZER AKO-NAITHEME: WEALTH TRANSFER

Joe and Big Al spitball on how to avoid screwing up the timing of your Roth conversions, today on Your Money, Your Wealth® podcast number 550. Barrie from New York is 62 and single, and she's been diligently converting pre-tax money each year for lifetime tax-free Roth growth. Should she continue after she retires next year?  “Jerry and Elaine” want to retire in the next six years and still leave the kids an inheritance. When should they start Roth conversions? Alex in Pennsylvania is a 31-year-old software engineer. Should he convert his IRA to Roth all at once? Plus, how can he transition into a career as a financial planner? A clarification on the age plus 20 rule of thumb for retirement contributions from one of our YouTube viewers is very un-clarified for Joe, and the fellas let Lisa in San Diego know whether she can use her rental real estate income to fund a Roth 401(k). Free Financial Resources in This Episode: https://bit.ly/ymyw-550 (full show notes & episode transcript) Ultimate Guide to Roth IRAs 6 Signs You Truly Have “Enough” for Retirement - YMYW TV Financial Blueprint (self-guided) Financial Assessment (Meet with an experienced professional) REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Connect With Us: YouTube: Subscribe and join the conversation in the comments Podcast apps: subscribe or follow YMYW in your favorite Apple Podcasts: leave your honest reviews and ratings Chapters: 00:00 - Intro: This Week on the YMYW Podcast 00:55 - Should I Keep Converting $20K a Year in Retirement? (Barrie, NY) 07:17 - Can We Retire at 62 and Still Leave an Inheritance? Roth Conversion Strategies for Big Accounts (Jerry & Elaine, KS) 17:05 - I'm 31. Should I Convert $57K Now or Spread It Out? (Alex, PA) 29:12 - Roth Conversion Timing Before Retirement (Mike, Philly Suburbs) 36:49 - Confused About Roth Withdrawal Rules at 60 (Lisa, Omaha NE) 40:05 - Clarification on the Age + 20 Rule of Thumb for Contributions (Matt, YouTube) 45:40 - Can Rental Property Income Fund a Roth 401(k)? (Lisa, San Diego) 47:24 - Outro: Next Week on the YMYW Podcast

Everyone keeps talking about the “Great Wealth Transfer” like it's some mythical pot of gold at the end of the rainbow. But here's the reality: the rich aren't exactly lining up to hand you their keys to the kingdom. Between tax loopholes, estate strategies, and the fact that most heirs are just as debt-happy as everyone else, the so-called wealth transfer looks more like a magician's sleight of hand than a generational payday. Spoiler: if you're waiting around for this miracle to hit your bank account, you're going to be waiting a very long time.➡️ In this episode, Chris, Saied and Rajeil tear into the headlines, decode the market noise, and break down why the “great wealth transfer” narrative is just another shiny distraction. From volatility bets on Wall Street to the political circus surrounding a potential government shutdown, we cut through the hype with a mix of cold, hard facts and the occasional sarcasm that CNBC can't deliver.

Over the next two decades, an estimated $84 trillion will be passed from Baby Boomers to their heirs. It's been dubbed "The Great Wealth Transfer" and it's the largest generational wealth transfer in history. Chris Hoffman is the Founder of Hoffman Financial Group and in this episode he discusses the ways to build a legacy. Whether you're preparing to leave wealth behind or expecting to inherit it, the time to plan is now.Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

Many parents and grandparents want to be able to help their children, and do so while they’re alive rather than leaving a large inheritance. But there are tax implications and gifting rules to be mindful of. In this episode, co-founder and head of financial advice at Leeuwin Wealth Jason Featherby sits down with The Australian’s Wealth Editor Julie-anne Sprague to explain the tips, tricks and traps to helping your adult children financially. In today’s show we cover: Tax implications by gifting property to family members How to know if you’re financially secure enough to help the kids Why you should never close out your mortgage And why it might not be a good idea to be a secondary credit card holder See omnystudio.com/listener for privacy information.

From sustainers to segmentation, today's fundraisers face a world of change. How do we connect with Boomers who still carry the wealth, while preparing for Millennials and Gen Z who are shaping the future of philanthropy? In this episode, Roy Jones sits down with Kyle Gorman, Executive Director of Advancement at the Evansville Rescue Mission, to talk about: Why the first gift is the most critical moment for lifetime giving How younger donors respond to frequency and messaging The challenge of leading and listening on multi-generational teams What the coming wealth transfer means for nonprofits Kyle shares candid insights from leading campaigns, managing a cross-generational team, and meeting with donors across every age bracket.

In this solo episode of Rethink Real Estate, host Ben Brady, CEO of Harcourts Auctions, unpacks one of the most important shifts facing our industry today: the largest generational wealth transfer in history. Over the next 10–20 years, an estimated $84–90 trillion will pass from baby boomers to Gen X, millennials, and Gen Z—with more than half of it tied directly to real estate assets.Ben explores what this shift means for agents, homeowners, and investors. From the downsizing and liquidation of inherited homes to the remodeling and repositioning of outdated properties, he breaks down both the risks and opportunities this tidal wave of wealth will create. He also raises the alarm on rising inventory levels, the role of institutional buyers, and why realtors must get smart about partnering with estate planners, fiduciaries, and financial advisors to stay ahead of the curve.If you want to understand how to position yourself for success as trillions in real estate changes hands, this is an episode you can't afford to miss.⏱️ Timestamps & Key Topics[00:00:00] – The $90 trillion wealth transfer explained[00:01:17] – Why boomers hold 70% of U.S. real estate[00:02:36] – Why most heirs sell their parents' properties[00:03:40] – Impact of generational shifts on inventory levels[00:04:57] – The affordability debate: boomers vs younger buyers[00:05:29] – Opportunities in remodeling and renovations[00:06:14] – Institutional buyers and the risks they bring[00:07:31] – Why younger generations may reinvest in real estate[00:08:23] – The role of realtors in inheritance-related sales[00:09:35] – Strategic partnerships: estate planners, fiduciaries & advisors

Our second wave of FinovateFall coverage includes interviews with the founders of Gentreo and Wysh- two young firms aiming to preserve member deposits across life cycles- as well as Veep Software, which delivers early wage access alongside financial education through the FI channel. Also- Glen reveals his Best of Show ballot, and touches on the startling plot twists with Plaid, Chase and open banking (spoilers entirely warranted).        Links related to this episode:   Wysh: https://www.wysh.com/    Gentreo: https://www.gentreo.com/    Veep Software: https://veepsoftware.io/    Veep's post-interview announcement of its partnership with financial education content provider nudge: https://www.financialcontent.com/article/getnews-2025-9-17-veep-launches-ewa-20-and-announces-first-global-partnership-with-nudge    Videos of all 63 FinovateFall demos: https://finovate.com//videos/?filtertype=&showtypes=FinovateFall&videostartyear=2025&showletters=A-Z    FinovareFall's Best of Show Winners: https://finovate.com/finovatefall-2025-best-of-show-winners-announced/    Alex Johnson's Fintech Take on the Prisoner's Dilemma aspect of JPMC, Plaid, and open banking: https://fintechtakes.com/      Follow us on LinkedIn:  https://www.linkedin.com/company/best-innovation-group/   https://www.linkedin.com/in/jbfintech/  https://www.linkedin.com/in/glensarvady/

Wyatt O'Rourke is the founder of Basilic Financial and author of "The Bitcoinization of Finance." He offers a unique perspective combining financial expertise with a deep belief in Bitcoin, conservative values, and responsible wealth stewardship.› https://x.com/wyattorourke_PARTNERS

Is Florida really the best place to retire—or is there more to the story? This episode with Jackie Campbell explores why cities like Tampa top the retirement charts, how to stress-test your financial plan, and the secrets behind the great wealth transfer. Plus, hear what Hall & Oates can teach us about knowing when it’s time to move on. Discover practical tips for downsizing, legacy planning, and making your future bigger than your past. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

The largest transfer of wealth in history is happening right now: $84 trillion is moving from one generation to the next. What does this shift mean for families preparing to transfer wealth and those about to inherit?There are ways to plan ahead, create healthy family conversations around money, and avoid the mistakes that cause wealth to evaporate across generations. This discussion provides actionable insight from decades of helping high-net-worth families.

In this episode, we dive into the extraordinary journey of an ordinary man who was thrust into the legal system and, through relentless struggle, uncovered the hidden machinery driving family courts, governments, and corporations. What began as a personal battle over divorce and child support revealed a multi-trillion-dollar industry built on negotiable instruments, exposing how the system profits off human lives. Through years of trial, error, and perseverance, Cal Washington discovered the ancient roots of Lex Mercatoria—the Law Merchant—and how commerce, not justice, underpins the courts we think serve us. From facing jail time to holding judges accountable, to creating notices of liability that caused officials and apparently even a royal to step down, his story is one of grit, awakening, and empowerment. This is an eye-opening conversation that challenges everything you thought you knew about law, power, and freedom.Time Stamps(00:00) Episode Teaser(00:27) Opening Conversation(04:29) Introducing Cal Washington(06:51) Cal Washington's Legal Journey(08:39) The Divorce Industry Exposed(14:36) Understanding the Legal System(17:18) The Power of Commerce in Law(21:39) Cal's Personal Legal Battles(27:15) The Role of Law Merchant(35:10) Courtroom Experiences and Strategies(44:24) The Impact of Legal Knowledge(48:14) Unexpected Arrest and Meeting a Lawyer(49:24) Legal Maneuvers and Promissory Note(51:30) Escalation and Government Response(55:11) Empower Movement and Smart Meters(58:55) Notices of Liability and Public Impact(01:03:21) Financial System and Wealth Transfer(01:10:47) Personal Compliance and Legal Strategies(01:19:54) Biblical Contracts and Legal Principles(01:23:39) Future Vision and System Reset(01:28:53) Practical Applications and Final ThoughtsGuest Linkshttps://www.inpowermovement.org/hereforthetruth ($50 discount available)Connect with UsJoin our membership Friends of the TruthSubscribe to Here for the Truth FridaysTake the Real AF Test NowDiscover Your Truth Seeker ArchetypeWatch all our episodesConnect with us on TelegramAccess all our links

Taxes are your single biggest wealth transfer bigger than housing, food, or payroll. In this episode, Curtis May sits down with Matthew Pearson, co-founder of Advisors Excel, to uncover why most families and business owners overpay the IRS and what proactive strategies can fix it.   You'll learn:   -The difference between reactive vs. proactive tax planning. -The 3 silent killers of business wealth. -How poor bookkeeping and wrong entity setup drain cash flow. -Why defense (tax strategy) wins championships in wealth-building.  

Will the housing market surge for the next 25 years, or is the silver tsunami overblown? In this episode, the hosts of "On The Market" delve into the potential impacts of an $84 trillion wealth transfer on the real estate landscape. As millennials stand to inherit significant sums, will this money flow into real estate, and could it shake up the housing market? As they explore these trends, they also weigh in on the ongoing debate: will aging boomers lead to a market crash or a boom? Tune in to find out how interest rates, mortgage rates, and housing prices may evolve in the coming years. Links from the Show Join the Future of Real Estate Investing with Fundrise Join BiggerPockets for FREE Find an Investor-Friendly Agent in Your Area Find Investor-Friendly Lenders Property Manager Finder Dave's BiggerPockets Profile Henry's BiggerPockets Profile James' BiggerPockets Profile Kathy's BiggerPockets Profile Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/on-the-market-355 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 188 of Ask The Compound, Ben Carlson and Duncan Hill  discuss: diversifying a real estate empire, when it makes sense to splurge, RSUs with Joey Fishman, emergency funds, and more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today. Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.advisorunlock.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This week marks a major milestone for WealthTalk as Christian Rodwell and Kevin Whelan celebrate the 300th episode of the podcast. The duo reflect on six years and seven months of weekly episodes, share key listener stats, and discuss how WealthBuilders has evolved—and where it's headed next. They highlight the importance of family, recurring income, and legacy, and preview upcoming changes in content and focus, including the impact of new inheritance tax rules and the growing relevance of women in wealth. Listeners are invited to join the conversation, share feedback, and help shape the future of WealthTalk.Key Topics CoveredCelebrating 300 Episodes:Launched in February 2019; over six years of consistent weekly content.Gratitude to loyal listeners, including some who have listened to every episode—twice!Top 3 Most Downloaded Episodes:How to Create a Family Trust Fund (Ep. 122, with Paul Brooks)From Zero to £20,000 a Month – A Property Journey (with Heather Smale)The Seven Pillars of Wealth (Kevin's book and framework)WealthBuilders Philosophy:Wealth is about more than money: it's about family, recurring income, community, and legacy.The importance of holistic and family-oriented financial planning, not just individual advice.Moving away from siloed, percentage-based advice toward fixed, results-driven fees.Looking Ahead:Upcoming focus on inheritance tax changes and their impact on families (April 2027).Plans for a new guide and waitlist for those affected: wealthbuilders.co.uk/iht.Increasing attention to women and wealth, especially in light of the generational wealth transfer.Embracing technological change: AI, digital currencies, and the evolving financial landscape.Community & Feedback:Listeners encouraged to provide feedback, suggest topics, and leave reviews (wealthbuilders.co.uk/reviews).Plans to feature more case studies, topical content, and diverse presenters.Legacy & Future Direction:WealthBuilders aims to help clients create, build, protect, and pass on wealth and wisdom.Focus on family charters, values, and genuine legacy planning for future generations.Practical TipsReview Your Family's Financial Planning:Consider collective strategies for savings and investments to maximise benefits and reduce costs.Plan for Inheritance Tax:Stay informed about upcoming changes and take early action to protect your family's legacy.Get Involved in the Community:Share your feedback, ask questions, and let the WealthBuilders team know what topics matter most to you.Leave a Review:Help WealthTalk reach more people by leaving a quick review on your favourite platform.Links & ResourcesJoin the Inheritance Tax Guide WaitlistLeave a ReviewTop 3 Most Downloaded Episodes:WT122 - How To Create A Family Trust Fund  - SSAS Pensions, what WB are well know for, and also Family directionFrom Zero to £20k/month w/ Heather Smail - interviewing successful entrepreneurs across business, property and investing[Bonus] AudioBook: The 7 Pillars of Wealth, Kevin Whelan - the core IP of WealthBuilders, taught in the Academy which we launched at the same time as the podcast early 2019Seven Pillars of Wealth BookQuotes“Wealth is not just about money—it's about family, recurring income, and legacy.”“There's a lack of wisdom being transferred to the next generation. We want to change that.”“Confused minds are the very fuel for a financial industry that tries to keep people in the dark. We want to bring clarity.”Connect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

In this episode, hosts Gay Gonnerman and Camille Pearson-Walz sit down with guest Jennifer Vickerman Akaolisa to explore the powerful role women play in shaping the future of philanthropy. From the great wealth transfer to the unique challenges and opportunities women face in legacy planning, they dive into how women approach giving, investing, and creating impact. Learn how to draw out a woman's vision for legacy, the importance of engaging women in financial conversations, and how giving circles are empowering the next generation of female philanthropists.

What do tariffs, taxes, and touchdowns have in common? In this episode, Art McPherson breaks down how economic shifts—from inflation and interest rates to the looming $86 trillion wealth transfer—are reshaping retirement planning. With real-life stories of procrastination pitfalls and financial windfalls, Art offers insights on how to avoid costly mistakes and build a resilient retirement strategy. Whether you're nearing retirement or just hit your first million, this episode delivers practical advice with a dose of humor and urgency. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Welcome to this episode of Wisdom's Table! I'm your host, Rachel Wortman, and today we're diving deep into a topic that is both niche and incredibly relevant: the great wealth transfer. This concept has been discussed in Christian circles for decades, and I believe it's essential for everyone to understand how it can impact their lives. In this episode, I'll be unpacking the prophecies surrounding the great wealth transfer, particularly focusing on Proverbs 13:22, which states, "A good man leaves an inheritance to his children's children, and the wealth of the sinner is stored up for the hands of the righteous." We'll explore the three key perspectives on this wealth transfer: The belief that it is a future event where the wicked will spontaneously give their wealth to Christians. The idea that it has already occurred in the past. The mindset approach, which is where I personally align. I believe that the wealth transfer is not just a singular event but a mindset we can adopt to position ourselves for God's blessings. Throughout the episode, I'll share biblical examples of wealth transfers, including stories from Exodus, Genesis, and the lives of figures like Joseph and Solomon. These examples illustrate that wealth transfers have occurred throughout history and can happen again today. I also challenge listeners to think critically about who the "wicked" and "righteous" are in the context of this scripture, especially in light of the New Testament understanding of righteousness through Christ. We'll discuss how the wealth transfer concept can be applied practically in our lives today, emphasizing the importance of understanding God's wisdom and methodologies. As we move forward, I'll reveal three keys to prepare for a wealth transfer of biblical proportions: Be empowered by God: Seek His power to do what only He can do through you. Do things God's way: Align your actions with His principles to experience His blessings. Build a kingdom with a throne for Him: Focus on creating opportunities that glorify God and invite others to know Him. I'll also share my personal experiences with wealth transfers in my life, highlighting how these keys have played a crucial role in my journey. Finally, I'm thrilled to announce the launch of the Kingdom Leaders Community, a monthly membership designed to help you grow in both spiritual formation and practical strategies for success. This community will provide you with resources, training, and support to help you build the abundant life God has intended for you. CLICK HERE FOR MORE INFO Join me as we explore these profound concepts and prepare ourselves for the incredible opportunities God has in store. Don't forget to check the show notes for more information and resources related to this episode. Thank you for tuning in, and I can't wait to see you next week at Wisdom's Table! 00:00:01 - Welcome to Wisdom's Table Introduction to the podcast and today's topic on the great wealth transfer. 00:00:37 - Understanding the Wealth Transfer Explaining the concept of the great wealth transfer and its biblical roots. 00:01:19 - Show Notes Explained Clarification on what show notes are and how to use them. 00:02:11 - Biblical Foundations of Wealth Transfer Discussion of Proverbs 13:22 and the prophecies surrounding wealth transfer. 00:03:46 - Three Perspectives on Wealth Transfer Introduction to the three camps of belief regarding the wealth transfer. 00:05:11 - Wealth Transfer as a Mindset Exploring the idea that wealth transfer can be a mindset rather than just an event. 00:06:03 - Historical Examples of Wealth Transfer Review of biblical instances of wealth transfer from the wicked to the righteous. 00:10:09 - Wisdom Literature vs. Prophecy Differentiating between wisdom literature and prophecy in the context of wealth transfer. 00:12:05 - Defining the Wicked and the Righteous Discussion on who the wicked and righteous are in the context of Proverbs 13:22. 00:14:01 - Critical Thinking on Wealth Transfer Encouragement to think critically about the concept of wealth transfer. 00:19:08 - God Empowers the Righteous Understanding how God empowers the work of the righteous. 00:20:01 - Practical Keys to Wealth Transfer Introduction to the three practical keys for experiencing a wealth transfer. 00:20:22 - Key 1: Be Empowered by God The importance of seeking God's empowerment for wealth transfer. 00:22:17 - Key 2: Do Things God's Way Emphasizing the necessity of aligning actions with God's ways. 00:24:05 - Key 3: Build a Kingdom for God The significance of building a kingdom that honors God. 00:26:01 - Wealth Transfer as a Season of Increase Defining wealth transfer as a sudden season of financial increase. 00:27:15 - Announcement of Kingdom Leaders Community Introduction of a new community for spiritual growth and practical training. 00:30:50 - Closing Remarks and Next Steps Encouragement to join the community and a preview of the next episode.  

To ensure smooth, multi-generational inheritance real estate wealth transfer in 2025 requires strategic use of gifting, trusts, and tax-efficient structures. Today's Stocks & Topics: UMGNF - Universal Music Group NV, Market Wrap, DIS - Walt Disney Co., Are You Prepared for the Real Estate Wealth Transfer That Could Make or Break Your Family's Future?, TTEK - Tetra Tech Inc., WRBY - Warby Parker Inc, Nvidia Earnings, VEEV - Veeva Systems Inc., REGN - Regeneron Pharmaceuticals Inc., Gambling in America.Our Sponsors:* Check out Avocado Green Mattress: https://www.avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Upwork: https://upwork.comAdvertising Inquiries: https://redcircle.com/brands

The most powerful agency in America isn't elected, isn't audited, and answers to no one. In this short breakdown, we learn the shocking truth about the institution that controls your money and what you can do to protect your wealth before it's too late.Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310

How do you build real, lasting generational wealth—and should you? In this week's How-To, Gino Barbaro (Jake & Gino co-founder) dives deep into the truth about creating generational wealth through multifamily real estate. But he doesn't stop there. Gino explores why teaching legacy skills—not just handing down properties—is the key to sustaining wealth across generations.You'll learn actionable strategies for scaling your real estate portfolio, planning your exit strategy, utilizing seller financing, creating trusts, and—most importantly—passing on values, not just assets. Whether you're just starting out or have a large portfolio, this episode will challenge your thinking about wealth, legacy, and impact.Want a FREE copy of Happy Money, Happy Family, Happy Legacy? Email Gino at gino@jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)