Podcasts about wealth transfer

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Best podcasts about wealth transfer

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Latest podcast episodes about wealth transfer

InvestTalk
Gen X Can't Count on the Great Wealth Transfer for Retirement

InvestTalk

Play Episode Listen Later Jul 11, 2025 46:31


Many "Gen Xers" will have little inheritance, so they should prioritize their own retirement savings, debt reduction, and financial planning.Today's Stocks & Topics: NUKZ - Range Nuclear Renaissance Index ETF, INQQ - INQQ The India Internet ETF (ETF), VTTSX - Vanguard Target Retirement 2060 Fund Investor (FUND), FNDF - Schwab Fundamental International Equity ETF (ETF), a listener question about CDs and T-Bills, a question from our YouTube channel viewers: BJ - BJ's Wholesale Club Holdings Inc. (NYS); plus Justin's market wrap, and Justin's talking points: 'Ponzi Finance' -- "When uncertainty rises, being able to finance yourself with your own cash flow becomes very important."; and the 50% Copper Tariffs.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

KJH Insights - Managing Risk & Returns
KJH Insights: Estate Planning Essentials for Women & Families (July 2025)

KJH Insights - Managing Risk & Returns

Play Episode Listen Later Jul 9, 2025 28:48


Estate planning is often complex and uncomfortable, but it's a conversation worth having. In this episode of KJH Insights: Women & Wealth, Sarah Bull of KJ Harrison and Corina Weigl, a trusted estate planning advisor, share thoughtful, practical guidance to help women navigate the many layers of planning for their family's financial future. From second marriages and shared assets to care responsibilities, family businesses, and legacy planning, they explore the real-life situations many women face, and why starting early, with the right support, can make all the difference.

Your Call
GOP bill is largest wealth transfer from poor to rich in US history

Your Call

Play Episode Listen Later Jul 8, 2025 52:02


Trump's sweeping spending and tax bill funds $4.5 trillion in tax breaks for the wealthy through the largest cuts to Medicaid and SNAP in history.

The Nonprofit Show
The Myth of Declining Generosity

The Nonprofit Show

Play Episode Listen Later Jul 8, 2025 31:21


A clear message: “Generosity is not dead—it's transforming”, says Ann Fellman, Chief Marketing Officer at Bloomerang. As headlines churn out fatigue-inducing stories of donor decline and uncertainty, Ann injects much-needed optimism rooted in data and strategy.“We are in it now,” Ann declares about the $70 trillion wealth transfer, urging nonprofits to act instead of waiting for the perfect moment. Drawing from the latest Giving USA 2024 findings, she reminds us that individual giving reached a staggering $592.5 billion, with 66% of that coming directly from individuals. “Individual Americans are ready and willing to support,” she tells us.This recent conversation navigates beyond donor behavior into practical strategy. Ann challenges fundraisers to rethink short-term vs. long-term planning and ‘get real about programming priorities: What must be done, what should be done, and what would be nice to do?' She lays out a compelling scenario-based approach to planning for revenue shifts, especially in a landscape threatened by grant losses and funding uncertainty.She also makes a strong case for recurring giving. “Would you rather have a one-time $100 gift or $10 a month for years?” she asks. Despite the low adoption rate, recurring programs offer sustainable, predictable revenue and are easy to implement with today's tech. She even floats the bold concept of creating a “monthly giving officer”—a role few, if any, nonprofits have embraced but one that could radically improve outcomes.Transparency, too, is no longer optional. Citing data from Bloomerang's Mission: Retainable report, Ann points out that while 65% of donors crave regular impact updates, only 36% of nonprofits actually deliver them. In an era when trust is easily eroded, communicating funding gaps and showing how you're responding builds confidence and inspires donors to act.As Ann beautifully puts it: “There is generosity. It's alive and well.”00:00:00 Welcome & Introduction to Ann Fellman00:02:30 What Bloomerang Actually Does for Nonprofits00:04:15 How Tech + People = Better Fundraising00:06:15 The Truth About American Generosity00:08:30 Giving USA 2024 Highlights: $592B Raised!00:10:00 Generational Wealth Transfer: $70 Trillion Opportunity00:13:00 Donor Communication Gaps and Impact Reports00:15:00 Monthly Giving—The Most Underrated Strategy00:20:00 Scenario Planning: Must Do, Should Do, Nice to Do00:24:00 How Transparency Builds Donor Trust00:27:00 Highlighting Funding Gaps Without Fear00:30:00 Final Thoughts: Don't Be Discouraged, Generosity Is AliveFind us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Animal Spirits Podcast
Talk Your Book: How Public's Winning the Great Wealth Transfer

Animal Spirits Podcast

Play Episode Listen Later Jul 5, 2025 35:33


On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Leif Abraham, Co-Founder and Co-CEO of Public to discuss updates in fintech, the brokerage industry, and an evolving investor landscape.  Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ Public Disclosure - All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Her Drive
How Women Can Seize Their Financial Future with Chelsea Williams

Her Drive

Play Episode Listen Later Jul 3, 2025 42:40


Chelsea Williams is the Chief Financial Architect at Core Solutions Group and creator of Money Mastery. She and Cynthia discuss women's financial empowerment, exploring how emotional patterns and inherited beliefs shape money habits. Chelsea likens financial planning to building a house, stressing the need for a strong foundation and ongoing management. The conversation highlights the historical context of women and wealth, the upcoming wealth transfer, and the importance of community support. Chelsea encourages women to break free from limiting beliefs and take charge of their financial futures through education and mindset shifts. Chelsea's Site: https://yourcoresolutions.com Her Drive: https://her-drive.com

The Game On Girlfriend Podcast
287. The $68 Trillion Wealth Transfer: Why the Future of Money is Feminine with Chelsea Williams

The Game On Girlfriend Podcast

Play Episode Listen Later Jul 1, 2025 35:41


The largest wealth transfer in human history is already underway - and women are positioned to inherit the majority of it. But most women aren't prepared for what's coming, and the implications extend far beyond individual bank accounts. In this transformative episode, I sit down with Chelsea Williams, fractional CFO and self-proclaimed "money whisperer," who reveals the shocking truth about women's exclusion from the financial system and why the next 20 years will reshape society itself. Chelsea accidentally discovered accounting in college when everyone told her to avoid it. That "mistake" led to a career revelation: she had a natural gift for numbers, but more importantly, she understood that money conversations needed a completely different approach - especially for women. Episode Highlights: The Historical Context Most Women Don't Know Chelsea breaks down the "financial algorithm" - how the financial system was built by and for white male property owners for 99% of its existence. Women couldn't even get credit cards without male co-signers until 50 years ago. We were literally listed as assets on men's financial applications. The Coming Wealth Revolution, as baby boomers pass away over the next two decades, trillions of dollars will transfer to their heirs - with the majority going to women. This represents the first time in history that women will control this level of wealth, but it also threatens to dramatically widen the wealth gap. Why Women Handle Money Differently Research shows that when women control financial resources, entire communities benefit. We're natural multipliers - whatever you give us, we make it grow and share it. But we've been taught to negotiate and invest using masculine strategies that don't align with our strengths. A Revolutionary Social Impact Vision Chelsea shares her groundbreaking project: converting vacant nursing homes (left empty as boomers pass away) into supportive community living spaces for single mothers, complete with financial literacy programs, childcare, and mentorship. It's a perfect example of how women can use inherited wealth to create systemic change. The Skills We Need Now Financial literacy isn't optional anymore - it's essential preparation for this generational shift. But Chelsea emphasizes we don't need to become masculine to succeed. We need to lean into our natural strengths while building competency in negotiation, investment strategy, and wealth management. What You'll Learn: Why the wage gap is partially about skills we were never taught (and how to close it) The generational patterns embedded in women's DNA around money How to prepare yourself and your business for unprecedented economic change Why supporting other women isn't just nice - it's strategically essential The balance needed as men navigate their changing role in this new paradigm   This conversation will fundamentally shift how you think about money, opportunity, and your role in the largest wealth transfer in human history. The future truly is feminine - but only if we step into it with intention and preparation. Guest Bio: Chelsea Williams is a fractional CFO, money strategist, and founder of Money Mastery. With over a decade of experience working with entrepreneurs and individuals on their finances, she's discovered that money conversations are "always and never about the money." Her mission is to splash color on the traditionally black-and-white topic of finance, especially for women preparing for unprecedented economic opportunity. Resources Mentioned: "The Soul of Money" by Lynn Twist Money Mastery website: https://www.moneymastery.work/  Financial literacy resources for women Domestic violence support organizations   Connect with Chelsea: Website: https://www.moneymastery.work/. Sign up for her newsletter to stay updated on the nursing home conversion project and receive wealth transfer insights. Connect with Sarah Walton: Website: https://sarahwalton.com/  Abundance Academy: https://sarahwalton.com/abundance-academy/  Social Media: https://www.instagram.com/thesarahwalton/  You can check out our podcast interviews on YouTube, too! http://bit.ly/YouTubeSWalton  Thank you so much for listening. I'm honored that you're here and would be grateful if you could leave a quick review on Apple Podcasts by clicking here, scrolling to the bottom, and clicking "Write a review." Then, we'll get to inspire even more people! (If you're not sure how to leave a review, you can watch this quick tutorial.)

Mission Matters Podcast with Adam Torres
Why the Wealth Transfer Conversation Needs to Include Women Now

Mission Matters Podcast with Adam Torres

Play Episode Listen Later Jun 29, 2025 12:38


In this Mission Matters Milken Conference Series episode, Adam Torres speaks with Sylvia Kwan, CEO and Chief Investment Officer at Ellevest, about the overlooked financial moment when women inherit wealth as surviving spouses—before it's passed to the next generation. Sylvia shares how Ellevest is helping women invest for both returns and impact, and why this shift represents one of the most transformative opportunities in finance today. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mission Matters Money
Why the Wealth Transfer Conversation Needs to Include Women Now

Mission Matters Money

Play Episode Listen Later Jun 29, 2025 12:38


In this Mission Matters Milken Conference Series episode, ⁠Adam Torres⁠ speaks with ⁠Sylvia Kwan⁠, CEO and Chief Investment Officer at Ellevest, about the overlooked financial moment when women inherit wealth as surviving spouses—before it's passed to the next generation. Sylvia shares how Ellevest is helping women invest for both returns and impact, and why this shift represents one of the most transformative opportunities in finance today. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Gulf Coast Financial Podcast
The Great Wealth Transfer

Gulf Coast Financial Podcast

Play Episode Listen Later Jun 28, 2025 21:56


Retirement brings a new chapter in how people think about money and what comes next. This video explores some of the ways money is managed after working years are over, and how people consider what happens to their finances down the road. There are no promises or specific advice here—just an overview of common themes around money, legacy, and planning for the future. If you're interested in understanding more about this stage of life and the choices involved, this video may offer some useful perspectives. Don't forget to subscribe for more content from GulfCoast Financial! For more information, contact John Kuykendall at (386) 755-9018 and visit https://www.gulfcoastfinancial.net/

The Steve Harvey Morning Show
Info You Can Use: Listen to why real estate is the best thing to invest in and pass down to future generations.

The Steve Harvey Morning Show

Play Episode Listen Later Jun 27, 2025 26:58 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Attorney Diane Clair. A Georgia-based legal expert specializing in: Real Estate Law Estate Planning & Probate Business & Contract Law She also teaches real estate law at Kennesaw State University and offers a Real Estate Investing Masterclass.

Strawberry Letter
Info You Can Use: Listen to why real estate is the best thing to invest in and pass down to future generations.

Strawberry Letter

Play Episode Listen Later Jun 27, 2025 26:58 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Attorney Diane Clair. A Georgia-based legal expert specializing in: Real Estate Law Estate Planning & Probate Business & Contract Law She also teaches real estate law at Kennesaw State University and offers a Real Estate Investing Masterclass.

Best of The Steve Harvey Morning Show
Info You Can Use: Listen to why real estate is the best thing to invest in and pass down to future generations.

Best of The Steve Harvey Morning Show

Play Episode Listen Later Jun 27, 2025 26:58 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Attorney Diane Clair. A Georgia-based legal expert specializing in: Real Estate Law Estate Planning & Probate Business & Contract Law She also teaches real estate law at Kennesaw State University and offers a Real Estate Investing Masterclass.

Renegade Capital
Women & The Great Wealth Transfer: A $48 Trillion Opportunity

Renegade Capital

Play Episode Listen Later Jun 24, 2025 18:36


By 2048, women are projected to inherit a staggering $48 trillion from their spouses as part of the Great Wealth Transfer. Yet, many financial professionals are still failing to plan with women in mind. What's up with that?!?  In this episode, we unpack the overlooked role of women in wealth planning, the consequences of excluding them, and the critical steps advisors and families must take to ensure women are supported and empowered to make informed financial decisions. This is more than a trend—it's a shift that demands urgent attention.Support the showLove the podcast? Subscribe and follow to never miss an episode.Linkedin | Twitter | Facebook | Instagram | Join our mailing list

Your Money. Your Mission.
The Great Wealth Transfer Is Coming: Are You Ready?

Your Money. Your Mission.

Play Episode Listen Later Jun 23, 2025 29:27


In this episode of the Your Money Your Mission podcast, host Kelly Mould, along with Anne Tidmore, SVP Wealth Advisor and Meg Marciniak, VP Private Banking, delve into the massive wealth transfer expected over the next decade, estimated at $80 trillion. They highlight the importance of financial education and working with financial advisors to help the younger generation, particularly women, navigate this transition. The episode also emphasizes the shift towards “giving while living” and the critical role of open communication and comprehensive planning in preserving family values and unity.

Catching Up To FI
Women And The Great Wealth Transfer | Cary Carbonaro | 151

Catching Up To FI

Play Episode Listen Later Jun 22, 2025 55:49 Transcription Available


In this episode we are joined by Cary Carbonaro, an award-winning author, and Certified Financial Planner™ with over 25 years of experience. Her specialty is empowering women to discover their unique path to financial independence. One thing we love the most about Cary is how radically transparent she is with her clients. Just call her the "Queen of Transparency" because she shares her tax return, investment portfolio and other parts of her financial life with them. In our conversation with her we discuss: The Great Wealth Transfer that she talks about in her latest book, 'Women and Wealth.' The unique needs of women and the psychology driving their financial decisions. The played out “widows and divorcees” stereotypes of women. Her analogy of comparing different shoes to asset classes. What women really want from financial professionals (hint: it's not just beating the market).  

McIntire Retirement Services
The Great Wealth Transfer

McIntire Retirement Services

Play Episode Listen Later Jun 21, 2025 30:01


Retirement brings a new chapter in how people think about money and what comes next. This video explores some of the ways money is managed after working years are over, and how people consider what happens to their finances down the road. There are no promises or specific advice here—just an overview of common themes around money, legacy, and planning for the future. If you're interested in understanding more about this stage of life and the choices involved, this video may offer some useful perspectives.

CPA Australia Podcast
Tax time 2025: Navigating succession planning

CPA Australia Podcast

Play Episode Listen Later Jun 17, 2025 11:47


  Succession planning is a critical topic. Understanding how to navigate succession planning is crucial for accountants, financial professionals and those involved in wealth management.    In this second episode in the Tax Time 2025 series, you'll learn about the key points of wealth transfer and what you need to know about succession planning, including:   Current trends   Regulatory aspects   Tax considerations for private groups  Capital gains tax (GGT) in relation to succession planning  Tune in to gain valuable insights into effective strategies for ensuring a smooth transition of wealth while meeting compliance requirements.  Listen now.   Host: Jenny Wong, Tax Lead, Policy and Advocacy, CPA Australia  Guest: Jenny Lin, Assistant Commissioner, Private Wealth, Australian Taxation Office  For information related to this episode, head to the ATO website for information on succession planning   Additionally, you can listen to other episodes in this Tax Time 2025 series.    And you can find CPA Australia's tax resources on the website.    CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:   With Interest  INTHEBLACK   INTHEBLACK Out Loud  Excel Tips  Search for them in your podcast platform.   Email the podcast team at podcasts@cpaaustralia.com.au  

The Money Advantage Podcast
How Whole Life and Guaranteed Universal Life Insurance Support Legacy, Wealth Transfer, and Tax Efficiency

The Money Advantage Podcast

Play Episode Listen Later Jun 16, 2025


In today's post, Bruce and I (Rachel Marshall) want to bring you behind the scenes of a candid and educational conversation we had with Matt Ewald, Vice President of Life Insurance at Advisors Excel. If you've ever wondered when and why to use guaranteed universal life insurance (GUL) —especially in the context of estate planning—this one is for you. We've been having more and more conversations with families who aren't just thinking about how to grow their wealth—but how to keep it intact for the next generation. And when estate taxes enter the picture, the stakes change. It's not just about protecting income anymore—it's about protecting impact. About making sure what you've built doesn't get lost in fees, confusion, or government claims. Because when it comes to life insurance in the context of wealth transfer, you're not just planning for protection—you're planning for legacy. Let's get into it. Why This Conversation MattersFrom Infinite Banking to Estate Strategy: A Shift in FocusGuaranteed Universal Life insurance 101: What It Is (and Isn't)Estate Planning and the Tax ConversationThe Myth of “Set It and Forget It”What About Accessing Capital?Roth Conversions, IRA Taxes, and Legislative RiskThe Real Value: Peace of Mind, Not Just Rate of ReturnWhat We CoveredBook A Strategy Call Why This Conversation Matters If you're like most of our clients, you're already successful. You've created wealth, you've stewarded well—and now you're asking deeper questions. Questions like: How do I pass on what I've built with intention? How do I shield my estate from unnecessary taxation? Is whole life the only tool for this? Or is there something else I should consider? In this blog, we're breaking down exactly what guaranteed universal life insurance is, how it's different from traditional IULs and whole life, and why it could be a strategic piece in your legacy plan. From Infinite Banking to Estate Strategy: A Shift in Focus We spend a lot of time on this podcast talking about whole life and its power as a privatized banking system—a way to store capital, access liquidity, and fund your life on your own terms. But not every financial goal calls for cash accumulation. Sometimes, the goal isn't to use the money during your lifetime at all. It's to transfer wealth efficiently, minimize estate taxes, and ensure your heirs receive more—without the friction and loss. And that's where guaranteed universal life enters the scene. Guaranteed Universal Life insurance 101: What It Is (and Isn't) Matt Ewald described guaranteed universal life insurance as a permanent term contract. That phrase stuck with me. Here's what it means: GUL is designed to give you the most death benefit for the least premium. Unlike cash-rich whole life or traditional IULs used for banking or income, GUL is a protection-first strategy. The focus is not on growing cash inside the policy. The focus is on locking in a death benefit that will be there guaranteed—no matter what the market does. And what makes it guaranteed? The no-lapse guarantee rider. This rider is the linchpin. It says, “As long as you pay the premium exactly as illustrated, this policy will not lapse—no matter how the underlying market indexes perform, no matter what cap rates change, no matter what happens behind the scenes.” It's simple. It's predictable. And it's ideal for estate planning when death benefit certainty is the priority. Estate Planning and the Tax Conversation Here's the reality we're facing: The estate tax exemption today is high—around $13 million per person. But it won't stay there forever. Just 20 years ago, it was $1 million. And the political winds are already shifting toward reducing the exemption again. That means more families will face estate tax exposure in the future—even those who don't consider themselves “ultra-wealthy.” And taxes at death are not just a theoretical prob...

The Invested Dads Podcast
So You're Inheriting Money... Now What?

The Invested Dads Podcast

Play Episode Listen Later Jun 12, 2025 21:46


Are you inheriting some wealth? Receiving an inheritance is an amazing transfer of legacy, but also adds a ton of mental stress to your life. In addition to grieving the loss of a loved one, you're left with a myriad of decisions (and decisions that can't be rushed). So what should you do? In this podcast episode, Austin, Josh, and Tony will share first steps, understanding the inheritance, setting goals, purposeful investing strategies, and how to avoid common mistakes.Read the full transcript, show notes, and resources at thewealthmindsetshow.com/s2e13Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

Michigan's Retirement Coach
Tariffs and Taxes: What Do They Mean for Retirees?

Michigan's Retirement Coach

Play Episode Listen Later Jun 10, 2025 18:26


Retirement is often a maze of financial decisions, but are you building the right safeguards for your future? Mike Douglas goes through the impact of tariffs, market timing, and the shifting taxation landscape affecting retirees. Highlighting strategies to preserve wealth and segment financial plans, listeners gain insights into managing their "old money" and planning for generational transitions amidst ever-changing economic challenges. From navigating tax burdens to preparing for unexpected market shifts, the discussion centers on creating a sustainable financial moat around your retirement nest egg. Whether dealing with tariffs, volatile markets, or passing wealth to beneficiaries, Mike helps untangle the complexities facing today’s retirees. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

Equity Mates Investing Podcast
Why housing will keep going up, a stock for the great wealth transfer & Pimp my Portfolio with Luke Laretive

Equity Mates Investing Podcast

Play Episode Listen Later Jun 4, 2025 36:15


Australian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics all lead to one conclusion: its going to keep going.Tune in to hear why.That's not all we unpack in another big episode of Equity Mates:A tough week for Australian miners as lithium and iron ore sell offWhy your favourite ice cream is getting more expensivePimp my Portfolio with Luke LaretiveBryce discusses Generation Development Group—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read out ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good Research—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The Advisor Lab
Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs

The Advisor Lab

Play Episode Listen Later Jun 3, 2025 29:18


Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.

Hancock Talks
Episode 53: The Great Wealth Transfer: Insights with Adrienne Penta

Hancock Talks

Play Episode Listen Later May 29, 2025 22:10


Tune in to this month's episode of Hancock Talks, where we're joined by Adrienne Penta, a nationally recognized expert in estate planning, family governance and multigenerational wealth education. Adrienne shares essential insights to help you guide your clients through the anticipated $70 trillion wealth transfer to the next generation.You'll learn how to:  Guide multi-generational families effectively: Learn why it's crucial to focus on both the “how” and the “why” of financial education and planning.Engage women in the financial-planning process: Discover how to move beyond outdated narratives and gain practical tips to reshape your client conversations.Stay ahead in the ever-evolving life insurance landscape: Ensure you're positioned as a key financial representative during the “Great Wealth Transfer.”Listen now to understand how these insights can transform your approach to wealth transfer and client engagement. INTENDED FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR USE WITH THE GENERAL PUBLIC.Insurance products are issued by: John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595.MLINY052825273-4

Jimmy's Jobs of the Future
Chris Hulatt | Why the UK Must Defend the London Stock Exchange

Jimmy's Jobs of the Future

Play Episode Listen Later May 27, 2025 67:40


Want your own Brand or Business Podcast? Try out our NEW Podcast Calculator: https://www.boxlight.io/ From Living Room Startup to Industry Leader: How Octopus Group Innovates Across Sectors Join Jimmy as he welcomes Chris Ulla, co-founder of Octopus Group, to discuss the impressive growth and innovation behind Octopus Energy and its expansion into new areas like financial coaching. Chris shares insights on management, entrepreneurship, and the challenges of scaling businesses in the UK. Dive into the origins of Octopus Group, the importance of maintaining ambition, and the need for accessible financial advice. This deep conversation sheds light on how the UK can remain a prime location for business growth, touching on government policies, capital access, and the ever-evolving market landscape. 00:00 Introduction to Wealth Transfer and Octopus Group 00:25 The Rise of Octopus Energy 03:45 Expanding into Financial Coaching 08:54 The Importance of Office Culture 18:05 The AIM Market and Capital Challenges 29:39 Encouraging Entrepreneurial Growth 33:42 Expanding Businesses Overseas 34:05 Government Support for Entrepreneurs 34:59 Supercharging EIS and VCTs 36:26 Investment Strategies and Government Policies 37:13 The Role of ISAs in Supporting UK Companies 39:53 AI in Business Operations 44:04 Adapting to Business Growth 46:04 Entrepreneurial Motivation and Work-Life Balance 49:12 Building High-Performing Teams 57:25 Entrepreneurship Awards and Success Stories 59:30 Future Goals and Financial Coaching 01:00:42 Quickfire Questions and Personal Insights 01:02:10 Affordable Housing and Future Plans 01:04:35 Conclusion and Final Thoughts ********** Follow us on socials! Instagram: https://www.instagram.com/jimmysjobs Tiktok: https://www.tiktok.com/@jimmysjobsofthefuture Twitter / X: https://www.twitter.com/JimmyM Linkedin: https://www.linkedin.com/in/jimmy-mcloughlin-obe/ Want to come on the show? hello@jobsofthefuture.co Sponsor the show or Partner with us: sunny@jobsofthefuture.co Credits: Host / Exec Producer: Jimmy McLoughlin OBE Producer: Sunny Winter https://www.linkedin.com/in/sunnywinter/ Editor: Sunny Winter Junior Producer: Thuy Dong Learn more about your ad choices. Visit podcastchoices.com/adchoices

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Next Generation Leadership: Effective Communication and Family Office Strategies

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later May 26, 2025 3:51 Transcription Available


Send us a textIn this episode, we explore the importance of communication across generations within family offices. Uli shares his experience of managing multi-generational communication through biannual family governance retreats, creating an environment that fosters open dialogue and alignment. He emphasizes the significance of both financial and emotional resources in ensuring smooth generational transitions. Similarly, another guest reflects on how their family office has been shaped by years of open communication, with a strong focus on financial literacy, health, and wellness for younger generations. The discussion dives deep into the evolving dynamics of family communication and the crucial role it plays in sustaining family legacies and wealth.

This is Money Podcast
The great wealth transfer - and to do with a windfall

This is Money Podcast

Play Episode Listen Later May 23, 2025 54:51


Money News with Ross Greenwood: Highlights
POCKET MONEY NEWS May 23: The Libs & Nats kiss and make up; superannuation changes attacked again; how to manage wealth transfer amongst your family; and the ASX ends the week on a high

Money News with Ross Greenwood: Highlights

Play Episode Listen Later May 23, 2025 14:25


The Liberal and National parties look likely to address their differences and reunite after a week of turmoil almost saw the end of an 80-year arrangement. The number of detractors of the government’s superannuation policy grows. How to deal with intergenerational wealth transfer as the Baby Boomers continue to retire. And the ASX ends the week on a high. Interview with Marshall Ross, Partner Education Manager at MLC Life Insurance Email us your thoughts to moneynews@nine.com.auSee omnystudio.com/listener for privacy information.

WealthTalk
Optimising cash and managing risk: Insights from Giles Hutson

WealthTalk

Play Episode Listen Later May 22, 2025 40:19


Welcome to another insightful episode of Wealth Talk, where we dive into the vital role of cash in building a resilient financial plan. This week, host Christian Rodwell is joined by Giles Hutson, co-founder and Executive Chairman of Insignis Cash. With a wealth of experience in investment banking and entrepreneurship, Giles shares practical strategies for optimising cash, managing risk in retirement, and future-proofing your financial decisions in a changing economic landscape.Key Topics Covered:The founding story of Insignis Cash and its mission to simplify access to the UK banking system.How Insignis helps clients diversify risk and optimise returns through a multi-bank platform.The importance of cash in retirement planning and managing sequencing risk.Insights into cash strategies for SSAS pensions and the FCA's Retirement Income Review.Predictions on the future of interest rates and their impact on savers.How technology and AI are shaping the financial services industry.Tips for navigating the risk of bank collapses and ensuring access to funds.The great wealth transfer: strategies for intergenerational wealth management.Why Listen?If you're looking to optimise your cash management, reduce risk, and better understand the role of cash in building a secure financial future, this episode is packed with actionable insights. Giles also offers a behind-the-scenes look at the evolution of Insignis Cash, its innovative platform, and how it's empowering individuals, businesses, and pension trustees to make smarter financial decisions.Resources Mentioned:Learn more about Insignis Cash: www.insigniscash.comWealthBuilders Wealth Hub: WealthBuilders WebsiteConnect with Us:Subscribe to Wealth Talk on Spotify, Apple Podcasts, or your favorite podcast platform.Follow us on YouTube and join the conversation.For WealthBuilders members, access exclusive resources through the Wealth Hub.Next Steps On Your Wealth Building Journey: Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Mommy Dentists in Business
311: The Great Wealth Transfer: Why Women Are the New Financial Powerhouses with Brittany Frazier

Mommy Dentists in Business

Play Episode Listen Later May 16, 2025 35:22


In this episode, Dr. Yum sits down with returning guest Brittany Frazier of Cain Watters & Associates to discuss women and investing. Brittany explores the Great Wealth Transfer and its significance for women, highlighting the importance of being informed, confident, and prepared when it comes to managing finances and building a secure future. Episode highlights: Understanding the "Great Wealth Transfer" and the role women play in it Exploring gender-based investment strategies Key questions to ask your financial advisor to align your goals Overcoming common tendencies that may hold women back from investing Navigating investment decisions during market volatility Ready to thrive as a dentist and a mom? Join a supportive community of like-minded professionals at Mommy Dentists in Business. Whether you're looking to grow your practice, find balance, or connect with others who understand your journey, MDIB is here to help. Visit mommydibs.com to learn more and become a part of this empowering network today!

Female VC Lab
E113: Cheryl L. Evans, JD: Lifetime Financial Security (LFS) Program of the Milken Institute's Finance

Female VC Lab

Play Episode Listen Later May 16, 2025 17:01


Unlocking Lifetime Financial Security & The Future of Wealth | E113 feat. Cheryl L. Evans, JD (Milken Institute) What does it really take to achieve lifelong financial security in a changing world? In this episode, Barbara Bickham sits down with Cheryl L. Evans, JD—Director of the Lifetime Financial Security (LFS) Program at the Milken Institute—to discuss the evolving landscape of retirement, the impact of generational wealth transfer, and why women need to be at the forefront of financial planning. Whether you’re navigating the start of your financial journey or contemplating legacy and longevity, this thought-provoking conversation is packed with actionable insights, future-forward trends, and inspiring perspectives for investors, innovators, and anyone interested in the intersection of finance and social impact. Key takeaways include: The realities behind “peak 65” and the massive shift as Boomers retire How Gen Z and Millennials can tackle the unique financial headwinds they face Why personalized retirement strategies matter more than ever The pivotal role of guaranteed income products and the reinvention of pensions The great wealth transfer—what it means for women, venture capital, and entrepreneurship Don’t miss this deep dive into how financial security impacts individuals, families, and the future of investment. Guest Information Guest Name: Cheryl L. Evans, JD Bio: Cheryl L. Evans is the Director of the Lifetime Financial Security Program at the Milken Institute. With a background as a securities lawyer (formerly at the SEC) and training in life coaching, Cheryl brings a unique perspective to wealth building, retirement planning, and financial empowerment across generations. Email: cevans@milkeninstitute.org LinkedIn: Cheryl Evans LinkedIn Episode Outline The Evolution of Retirement & Longevity Explore how demographic shifts (like “peak 65” as Boomers hit retirement age) are reshaping policies, products, and individual decisions around lifetime financial security. Link: Milken Institute LFS Program Meeting Millennial and Gen Z Financial Challenges Dive into current research and expert panel insights on wealth-building challenges faced by younger generations—from student debt to home-buying hurdles—and strategies for future financial success. Women, Wealth Transfer & Financial Confidence Learn about the upcoming great wealth transfer to women, the specific challenges and opportunities this presents, and why empowering women with financial literacy and leadership is more vital than ever. Resources: Lifetime Financial Security Report: https://milkeninstitute.org/report/shifting-retirement-paradigm-financial-security Enhancing Retirement: Advancing Lifetime Income for All https://milkeninstitute.org/content-hub/research-and-reports/reports/enhancing-retirement-advancing-lifetime-income-all Our Afternoon with Gloria Steinem https://milkeninstitute.org/article/our-afternoon-gloria-steinem Addressing the Financial Headwinds Faced by Gen Z and Millennials https://vimeo.com/1076695634 Ellevest (Women-focused wealth management) Gloria Steinem’s “Talking Circles” on women’s financial confidence Joia Louie Dreyfus’ “Wiser Than Me” podcast “Let Them” by Mel Robbins (book) Rate & Review on Apple Podcasts – Your feedback helps us reach more listeners and spotlight more incredible women in VC! Rate & Review here Contact the show: femalevclab@trailyn.com Sign up for our newsletter: https://www.femalevclab.com/ Follow us on social: X (formerly Twitter): @femalevclab Instagram: @femalevclab Bluesky: @femalevclab

Take Back Retirement
112: Navigating Family Wealth Transfers: Emotional Intelligence and Effective Communication with Jill and Sean Maher

Take Back Retirement

Play Episode Listen Later May 15, 2025 51:37


“We're talking about giving space to practice. Not only practice the relationships but also practice managing money.” -Sean Maher   Most people plan their estate down to the last dollar, but forget to prepare for the emotional fallout that almost always comes from a lack of proper communication between family members.   Our hosts, Stephanie McCullough and Kevin Gaines, sit down with husband and wife team Sean and Jill Maher to talk about their book The Greatest Gift: 9 Principles for the Transfer of Your Legacy Along with Your Wealth, which journeys into the emotional side of passing down wealth and family legacy.   The idea for the book came after Sean, a financial advisor, saw a well-planned inheritance fall apart when a family started fighting after their parents passed. He brought the issue home to Jill, a mental health counselor, who pointed out that what he was really seeing wasn't a planning problem—it was grief. Together, they've come up with nine key principles that help families avoid drama and stay connected regarding inheritance.   The big takeaway? It's not just about the money. No matter how much (or little) you're passing on, what matters most is communication, shared values, and emotional safety.   Jill and Sean suggest families start having small, low-pressure meetings early, while everyone's still around to talk things through. It's about creating space for honest conversations, building trust, and setting expectations. Their advice blends practical planning with emotional wisdom, encouraging people to treat legacy as a relationship, not just a transaction.   At the heart of it all, their message is simple: don't avoid the tough conversations—have them, and carry them out with love.   Key Topics: Why Sean and Jill Wrote The Greatest Gift (00:49) “You're Passing on Not Just Money, But Also Legacy” (04:33) How to Set Up and Facilitate the Inheritance Conversation with a Family (10:22) Setting Expectations Upfront to Nip Objections in the Bud (21:07) Why Sharing Your Story is So Critical (28:52) Nurturing Independence (35:53) Creating a Safe Environment for Your Children (45:49)   Resources: The Greatest Gift Book USE COUPON CODE: takebackretirement for $5 off and free shipping!   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

BiggerPockets Daily
Silver Tsunami? What the Greatest Wealth Transfer Ever Means For Investors

BiggerPockets Daily

Play Episode Listen Later May 14, 2025 15:45


Baby boomers own nearly $19 trillion in U.S. real estate—but as they age, millions of homes will eventually hit the market. In this episode, we explore what the so-called “silver tsunami” really means, why Gen Z may benefit more than millennials, and how investors can prepare for the slow but steady generational shift reshaping the housing market. Subscribe to the BiggerPockets Channel for the best real estate investing education online! Become a member of the BiggerPockets community of real estate investors - https://www.biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Supernatural House Church
Wealth transfer in the end times? - John Fenn

Supernatural House Church

Play Episode Listen Later May 14, 2025 10:13


CONNECT WITH USWeb: https://churchwithoutwallsinternational.orgPodcast: https://cwowi.buzzsprout.comVimeo: https://vimeo.com/cwowiInstagram: https://www.instagram.com/cwowiFacebook: https://www.facebook.com/CWOWInternationalBooks: https://churchwithoutwallsinternational.org/product-category/books-and-audio-books/Translations: http://www.cwowi.eu

The Broadcast Retirement Network
#Planning for the #Great #Wealth #Transfer

The Broadcast Retirement Network

Play Episode Listen Later May 14, 2025 10:33


#ThisMorning on #BRN #Finance #2068 | #Planning for the #Great #Wealth #Transfer | Alonso Munoz, Hamilton Capital Partners | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #Everyday

Building The Billion Dollar Business
Scaling Smart in Revolutionary Times feat. Matt Barthel of Barron's

Building The Billion Dollar Business

Play Episode Listen Later May 13, 2025 33:31


In this conversation, Ray Sclafani and Matt Barthel, Editor-at-Large for Barron's Advisor, discuss the evolution of advisory teams, focusing on the importance of value propositions, growth strategies, and the generational challenges faced by financial advisors. They emphasize the need for a human touch in advisory services, especially in the face of increasing technology and AI integration. The discussion highlights the significance of understanding client needs, the impact of wealth transfer, and the necessity for seasoned advisors to let go and empower the next generation of leaders.Key TakeawaysThe French Revolution analogy highlights the shift in advisory leadership.Value proposition is the starting point for advisory teams.Top teams are experiencing exponential growth due to strategic focus.Generational challenges exist in transitioning leadership roles.AI will transform advisory practices, making human skills more valuable.Advisors should reflect on what they need to let go of to grow.Click here for the Barron's Advisor 2025 Top 250 Private Wealth Management Teams ranking. Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.Be sure to subscribe to the Building The Billion Dollar Business podcast and the Best in the Business Blog to stay ahead with weekly insights on coaching, leadership and growth. 

Safe Space with Francesco Lombardo
Empathy in Family Wealth Transfer

Safe Space with Francesco Lombardo

Play Episode Listen Later May 13, 2025 26:55


In this episode, Francesco Lombardo and Dave Specht discuss the dynamics of family businesses, focusing on the importance of empathy, communication, and understanding between generations. They explore how the rising generation is often misunderstood and the need for them to find their own identity separate from family expectations. The conversation emphasizes the significance of relationships over financial capital and the necessity for open dialogue about wealth transfer and family dynamics. They also touch on the evolving landscape of financial advisory services and the importance of catering to the needs of the rising generation. Connect with me here: • https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/ • https://www.facebook.com/VeritageFamilyOffice • https://www.youtube.com/@VeritageInternational • https://veritage.ca  

Patrick Boyle On Finance
The Biggest Wealth Transfer In History is Happening Right Now!

Patrick Boyle On Finance

Play Episode Listen Later May 12, 2025 20:33


This week, let's talk about the great wealth transfer, what this means for the economy, and why millennials are expected to become the wealthiest generation in history.Patrick's Books:Statistics For The Trading Floor: https://amzn.to/3eerLA0Derivatives For The Trading Floor: https://amzn.to/3cjsyPFCorporate Finance: https://amzn.to/3fn3rvC Ways To Support The Channel:Patreon: https://www.patreon.com/PatrickBoyleOnFinanceBuy Me a Coffee: https://www.buymeacoffee.com/patrickboyleVisit our website: https://www.onfinance.orgFollow Patrick on Twitter Here: https://bsky.app/profile/pboyle.bsky.socialBusiness Inquiries ➡️ sponsors@onfinance.org

Irish Tech News Audio Articles
Business Showcase : Wealth Transfer Token (WTT)

Irish Tech News Audio Articles

Play Episode Listen Later May 12, 2025 10:55


We talk to Michael Blessing Kamwana , founder of the Wealth Transfer Token (WTT) project, about his plans. See more about it here. Business Showcase : Wealth Transfer Token (WTT) What is your Elevator Pitch? "Turning Speculation into Empowerment" Introduction: A Movement Disguised as a Token In a world where meme coins dominate headlines and speculation fuels market frenzies, Wealth Transfer Token (WTT) stands out by doing something rare: making crypto meaningful. WTT is a blockchain-powered initiative with a bold mission - to bridge the global digital divide by delivering affordable internet access, financial education, and digital learning tools to underserved children around the world. While many tokens promise moonshots, WTT promises measurable change. Here, investors don't just chase gains - they change lives. The Vision We believe in a world where your ZIP code doesn't determine your future. Right now, millions of children with raw potential live disconnected from opportunity. They lack access to the internet, basic digital skills, and the kind of mentorship that transforms lives. Yet the tools to bridge that gap already exist. How are you different? WTT is the access. We're creating a token economy where the act of buying, staking, or holding a digital asset fuels: Internet infrastructure projects Financial literacy for kids Gamified learning platforms Mentorship networks Scholarships funded by token rewards The Problem: The Global Digital Divide * Over 2.7 billion people still lack internet access. * In Sub-Saharan Africa, only 1 in 5 children has access to a connected device. * Most underfunded schools don't have Wi-Fi, let alone modern edtech. * The result? Lost potential, broken dreams, and perpetuated poverty. Why will you do well? 1. Social Impact Investing Is Exploding Impact-focused investments hit $1.2 trillion in 2023. Investors are hungry for purpose. WTT gives them an on-chain way to see their money create measurable, lasting change. 2. Meme Coin Culture Meets Meaning Retail investors have shown they'll rally around hype - imagine when that hype is backed by humanity. WTT offers all the memetic energy of SHIB or PEPE, but with a mission that builds schools instead of just buzz. 3. Decentralization for Social Good WTT introduces *"DeSocFi"* - decentralized social finance. We connect blockchain tools with grassroots change. This isn't charity - it's community-powered economic transformation. And also, # 1. Blockchain for Education We leverage blockchain to create transparent, decentralized funding models that route resources directly to communities and schools in need. # 2. Crypto with a Conscience WTT behaves like a meme coin in terms of market appeal - but its utility is deeply humanitarian. As the token grows in value, its social footprint grows with it. # 3. Real-World Deliverables * Wi-Fi-enabled learning hubs in rural schools * Child-friendly digital wallets for savings and rewards * Interactive dApps with offline functionality * On-chain governance so token holders help decide project focus areas Where are you based? The CEO and Founder is based in Tralee, County Kerry in the Republic of Ireland where he's been living for the past 11 years. The other two team members originally from Zimbabwe are based in Johannesburg, South Africa . When was the Company Launched? The Token is yet to be launched, we are still in the presale phase so that we can be able to raise funds for marketing and liquidity for the token. What are your biggest wins to date? * Token development completed and audited * Strategic partnerships forming with African ISPs, NGOs, and edtech firms * Educational dApp prototype in development * Built core team across Ireland, South Africa. * Secured advisory input from blockchain, nonprofit, and finance experts. Who Are You Trying to Attract? *Crypto Speculators* - seeking a token that might moon, but won't disappear the next day *Impact Investors* - seeking ESG exposure with on-chain trans...

Grownlearn
The Greatest Wealth Transfer Is Here: Nic DeAngelo on Real Estate, Inflation & What's Next

Grownlearn

Play Episode Listen Later May 8, 2025 35:15


Get ready for one of the most eye-opening conversations on money, investing, and generational change. In this episode, Zorina is joined by Nic DeAngelo, President of Saint Investment Group and the mind behind The New Era of Investing. With over $206M in assets under management, Nic breaks down the reality of the $80 trillion wealth transfer already underway — and why this is the ultimate opportunity for Millennials (and really, everyone else) to finally build lasting wealth. Nic shares his views on: Why Wall Street is failing the average investor How real estate offers stability amid inflation What the Fed might do next Why fixed income and industrial properties are hot right now And how to think ahead instead of playing catch-up If you're thinking about how to protect and grow your money in 2025 and beyond, you'll want to listen to every minute of this one.

Beyond the Money
Women In Finance

Beyond the Money

Play Episode Listen Later May 6, 2025 24:33


This week on Beyond The Money, Jackie Campbell delves into the critical topics of women and finance, the emotional impacts of inheriting wealth, the dynamics of money in marriage, the importance of timely retirement planning, finding purpose in retirement, and overcoming procrastination in financial planning. The discussion emphasizes the significant wealth transfer expected to occur, particularly among women, and the need for proactive financial planning to navigate these changes effectively. 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.

Women at Halftime Podcast
348.Smart Life Investments with Greg and Deb

Women at Halftime Podcast

Play Episode Listen Later May 6, 2025 39:36


Welcome to today's episode, where we're diving into one of the most meaningful investments you'll ever make—and spoiler alert, it's not in the stock market. It's in people, purpose, and the kind of possibilities that outlast trends and time. Whether you're building a legacy through your family, pouring into a cause you care about, or simply wanting to steward your time and energy more wisely, smart investing goes way beyond dollars and cents. It's about placing value where it truly counts. So grab your coffee, tea, or just listening ears and let's talk about how to make investments that compound in impact—not just interest. Full article here: https://goalsforyourlife.com/smart-life-investments Make sure you're getting all our podcast updates and articles! Get them here: https://goalsforyourlife.com/newsletter Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com Quick recap: The conversation focused on the importance of investing in people and preserving family legacies, particularly during mid-career stages. Strategies for responsibly passing on wealth and financial education to the next generation were discussed, including providing loans instead of gifts and setting up trusts. The conversation emphasized the value of open communication about financial plans and estate arrangements, as well as teaching financial skills and responsibility to family members. #financiallegacyplanning #familylegacyplanning #spendthrifttrusts #wealthwisdom #healthcaredirective CHAPTERS: 00:00 - Intro 02:05 - Deb's 94-Year-Old Uncle 08:59 - Investing in Your Kids 17:00 - Magnify Your Influence 19:50 - Legal Document - Trust 23:50 - Joint Tenancy 27:35 - Struggling Through Challenges 29:16 - Final Thoughts and Reflections 34:35 - Investing in the Future 37:30 - Living Purposefully on Purpose 38:36 - Sign Up for the Goals for Your Life Newsletter 39:15 - Thank You for Joining Us

The Finimize Podcast
The Great Wealth Transfer Is Coming – Here's How To Profit From It

The Finimize Podcast

Play Episode Listen Later May 1, 2025 17:51


The Great Wealth Transfer is coming – and it's going to be big. In today's episode, Finimize Analyst Theodora Lee Joseph joins the pod to talk about about the tens of trillions of dollars set to move from Boomers to younger generations over the next two decades. That's not just an economic shift – it's an investment opportunity. We dig into what it means for markets, what younger investors might do differently, and how you can position your portfolio to benefit – inheritance or not.Try Finimize Pro

MinistryWatch Podcast
Ep. 460: The Great Wealth Transfer – Tips for Giving

MinistryWatch Podcast

Play Episode Listen Later Apr 30, 2025 12:46


If you don't live day-to-day in the world of finance or philanthropy, you might not have heard of the Great Generational Wealth Transfer. It's the notion that in the next 20 or so years, as much as $90 trillion will transfer from the current generation that holds these assets to the next generation. MinistryWatch provides a database of the largest ministries in the nation, with lots of free data at your disposal. As a friend of mine often says (with a touch of irony), “We live in the future now. We can have nice things.” We may not live in the future, but we do live in a world where being uninformed is not an excuse. Dig in, ask tough questions, and give wisely. You can find recent examples of our “Generous Living” series here and here. The producer for today's program is Jeff McIntosh. Until next time, may God bless you.

The Advisor Lab
Episode 164 Future Proof Conversations: Shannon Spotswood

The Advisor Lab

Play Episode Listen Later Apr 30, 2025 13:10


Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

Top Advisor Podcast
#88 The Do's and Don'ts of Intergenerational Wealth Transfer with Barry Banther, CMD, CSP, CPAE

Top Advisor Podcast

Play Episode Listen Later Apr 30, 2025 49:35


When it comes to generational wealth, it's not just about money; it's about relationships.  Don't believe me?  Listen to this interview!!! In this episode, Referral Coach Bill Cates sits down with Barry Banther, CMC, CSP, CPAE, a seasoned family business advisor with over 30 years of experience helping families navigate the complexities of wealth transfer. … Continue reading #88 The Do's and Don'ts of Intergenerational Wealth Transfer with Barry Banther, CMD, CSP, CPAE →

Dollars & Sense with Joel Garris, CFP
Understanding the Math in Financial Decisions & Wealth Transfer Tips

Dollars & Sense with Joel Garris, CFP

Play Episode Listen Later Apr 28, 2025 40:15


Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
Strategies for Business Success: Avoiding Failure, Vetting Partners, and Wealth Transfer Insights

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Apr 15, 2025 5:06 Transcription Available


Send us a textIn this episode, we dive into the blueprint for failure and the many ways you can succeed in business, emphasizing the importance of proper security, vetting your partners, and thorough research. The discussion covers essential topics like UCC searches and the political impacts of laws such as the Corporate Transparency Act, which everyone in business should be aware of. Our guest shares their journey from real estate to private credit and how the generational wealth transfer is shaping the future of investments. Key advice includes the importance of saying "no" when something feels off, the concept of two-way vs. one-way doors in decision-making, and how to avoid falling into common traps that can derail your success. The episode is full of practical insights and strategies for anyone navigating the world of real estate, finance, or business.-----------------------------------------------------------------------------------If you are looking to grow your business, get sharper at investing, and scale you are in the right place.Our 18-year-old investor club, the Family Office Club, has 25 team members, and 17+ million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.com

SeedTime Living
The biblical 'wealth transfer' myth debunked in 10 minutes

SeedTime Living

Play Episode Listen Later Apr 12, 2025 10:10


You know that verse in Proverbs that says “the wealth of the wicked is stored up for the righteous”? Yeah… we need to talk about that. For years, I heard people quoting it like a divine scratch-off ticket. Sit back, wait long enough, and eventually, poof - someone else's riches end up in your account. But what if that's not what the Bible is saying at all?

Bitcoin Magazine
Gen Z's Bitcoin Bet and the Largest Wealth Transfer in History | Bitcoin Backstage w/ Dylan LeClair

Bitcoin Magazine

Play Episode Listen Later Apr 2, 2025 8:54


On this episode of Bitcoin Backstage, Isabella Santos mines deep on the looming $84 TRILLION inheritance the Boomer generation is set to bequeath to younger generations. With rising adoption amongst younger generations, could Gen Z be about to make a generational Bitcoin bet?It turns out that the largest wealth transfer in history may ALSO be the catalyst that kickstarts Bitcoin's rise as ultimate monetary asset.Follow Isa backstage for an interview Gen Z's very own and Metaplanet's Head of Bitcoin Strategy Dylan LeClair, at Bitcoin Amsterdam to get his thoughts on Bitcoin's total addressable market and when he expects a Bitcoin economy could truly take root.Follow along to learn why the coming flood of boomer inheritance could be the key to financial sovereignty for Generation Z.MEET DYLAN LECLAIR AT BITCOIN 2025, MAY 27-29 | Las Vegas, NV!