Podcasts about wealth transfer

In this episode of the Model FA Podcast, David DeCelle sits down with Jeremy Houser, VP & Senior Advisor Development Consultant at Simplicity Group and host of the Advisor Mentorship Podcast. They break down what actually holds advisors back from scaling—why delegation is the real unlock, how a simple time audit exposes hidden leaks, and what to do right now to stay relevant to the next generation as trillions change hands. You'll also hear practical guidance on building a digital footprint (without sounding like AI), why LinkedIn is still a blue-ocean channel for advisors, and how to keep heirs engaged without turning your calendar into chaos. ✅ What you'll learn:

A will alone may not protect the people you care about most. In this episode, Charleston’s Retirement Coach Brandon Bowen is joined by estate planning attorney Tripp Wiles to unpack how legacy planning really works—and where families often get tripped up. The conversation explores trusts, funding mistakes, blended‑family complications, and why estate planning is more than paperwork. Using real‑world examples, they explain how coordinating financial planning and legal strategy can help reduce conflict, confusion, and unintended outcomes for spouses, children, and grandchildren. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

The greatest wealth transfer in history is happening right now. In this episode of Investor Impact: Power Talks with Vinney Chopra, Vinod Chopra shares a powerful perspective that every investor should understand. According to Vinney, nearly $73 trillion in wealth is expected to transfer from the Baby Boomer generation over the next few decades. That's an enormous shift in assets — including real estate, businesses, and investment portfolios. Vinney, who has spent over 40 years building businesses and raising capital, explains that investors who understand this shift will be positioned to discover incredible opportunities. But those opportunities won't appear magically. They must be identified, analyzed, and acted upon by investors who know where to look. In this discussion you'll learn: • Why the upcoming wealth transfer could reshape investment markets • How generational property ownership creates hidden opportunities • Why proactive investors will uncover the "gold nuggets" first Vinney encourages his InnerCircle investors to stay alert, build relationships, and keep learning — because the next generation of deals is already forming.

Learn more about Maddy at: https://www.linkedin.com/in/maddy-roche-25962032/ https://childfreetrust.com/   Show Notes 

"There's other black swans that are probably coming, especially under Trump, and you need to hold a significant amount of gold," says Jeff Clark. In this interview, Daniela Cambone sits down with Jeff Clark, founder of The Gold Advisor and a veteran precious metals analyst, to dissect the mechanics of a potential gold standard revival, the reality of the current debt crisis, and why the bull market in gold and silver is far from over. With gold shattering records and volatility spiking $200 a day, Clark warns that the "old playbook" of taking profits now is a mistake. He reveals that while the Iranian conflict is driving current safe-haven demand, "the bull market is not over in gold and silver." ✅ FREE RESOURCESDownload The Private Wealth Playbook — a data-backed guide to strategically acquiring gold and silver for maximum protection, privacy, and performance. Plus, get Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

This week, I sat down with Nic de Angelo to unpack one of the biggest financial shifts of our lifetime: the Greatest Wealth Transfer.Over the next 15 years, we'll witness the largest transfer of wealth in human history, and the implications are massive.

In the inaugural Family Office Roundtable at VC10X, host Prashant sits down with Ronald Diamond, Founder & Chairman of Diamond Wealth, and Wendy Craft, CEO of Elle Family Office, for a candid conversation on what's really happening inside family offices today.From AI tools that are already replacing analysts, to the private equity liquidity crisis, to the $124 trillion wealth transfer heading to the next generation.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWhat we cover:- How AI is transforming deal flow, due diligence & the analyst role- Where family offices are allocating right now — and what's broken in private equity- Why after-tax returns are the only number that matters- The rise of ETFs and tax-loss harvesting as game changers for families- SFO vs. MFO — and why 85-90% of family offices shouldn't exist- Next gen wealth transfer & why most families are failing at it- The role of family office capital in solving real-world problemsTimestamps:(00:00) - Introduction: The Future of Family Offices(01:26) - Welcoming Guests: Ronald Diamond & Wendy Craft(02:18) - The Role of AI in Family Offices(03:40) - A Cautious Approach to AI Investment(04:52) - How AI is Disrupting Due Diligence(07:43) - Replacing Analysts with AI to Cut Costs(09:42) - AI Efficiency vs. The Need for Human Oversight(11:17) - Case Study: How Large Families Use AI for Efficiency(13:12) - Can AI Handle Proactive Deal Sourcing?(14:16) - The Importance of Human Networks in Deal Flow(15:58) - Portfolio Construction: Public vs. Private Markets(17:52) - The Problem with Private Equity's Long Lock-up Periods(19:57) - Contrasting Private Equity with the Family Office Model(22:30) - The Tax Angle: Liquidity vs. Long-Term Investment(24:10) - The Growing Focus on After-Tax Returns(27:00) - The Emergence of ETFs for Tax Efficiency(29:13) - Venture Capital Investing Styles for Family Offices(31:28) - Why Inexperienced Family Offices Should Outsource VC(34:26) - The Rise of OCIOs for Next-Generation Wealth Management(35:54) - The Future: Outsourcing to MFOs and OCIOs(38:22) - MFOs vs. OCIOs: What's the Difference?(41:28) - Educating and Including the Next Generation(44:20) - How the Next Generation's Investment Interests Differ(45:00) - The Philanthropic Potential of Family Offices(48:01) - Youth's Belief in AI to Solve Societal Issues(49:23) - The Negative Impact of Technology on Mental Health(54:55) - Portfolio Hedges: Gold, Silver, and Bitcoin(56:31) - The Evolution of Cryptocurrency as an Asset Class(58:13) - Skepticism and Risks in the Crypto Market(01:02:43) - Interest in Gold, Silver, and Critical Minerals(01:03:23) - Parting Advice for Family Offices(01:03:54) - Ron's Advice: Run it Like a Business or Outsource(01:04:56) - Wendy's Advice: The Efficiency of MFOs for Most Families--Guests:

Jackie Wilke discusses how artificial intelligence is being leveraged by financial professionals to improve productivity and “level up” the client experience.----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

CME outage before first notice day sparks gold market manipulation fears as physical demand surges and East challenges Western price control. What are the odds that the world's largest gold and silver derivatives exchange suddenly experiences a “technical outage” right before first notice day? Questions on Protecting Your Wealth with Gold & Silver? Schedule a Strategy Call Here ➡️ https://calendly.com/itmtrading/podcastor Call 866-349-3310 

This week on The Alpha Wealth Hour, Tom Fortino explains the latest tax law changes and why they matter far beyond April 15th. Hear his thoughts on A.I. and how it can support your retirement planning, but why it shouldn't replace personalized advice. And of course, Tom shares strategies for turning savings into income amid […]

Host Steve Legler speaks with Buddy Thomas, the author of Love, Wisdom, Money: The Family Fiduciary's Guide to Generative Wealth. Together, they discuss the concept of a 'Family Fiduciary' and the importance of putting those three elements—Love, Wisdom and Money—in the right order. All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Buddy Thomas is the founder of Superior Planning – Family Office, specializing in customized family wealth and relationship enrichment programs for HNW and UHNW families since 1982. A Certified Financial Planner and Accredited Estate Planner with a background in psychology and economics, Buddy is a thought leader in personal wealth management. He has authored four books, over 50 articles, and produced 200+ educational videos, including the Fifty-Five Second Family Fiduciary series. You can learn more about Buddy Thomas on LinkedIn and on the Love, Wisdom, Money website.   Key Takeaways [:23] Steve Legler welcomes Buddy Thomas and launches the episode by asking about his book Love, Wisdom, Money: The Family Fiduciary's Guide to Generative Wealth.   [2:15] Buddy explains what a Family Fiduciary is, how Love, Wisdom, and Money must come in the correct order, and how he came to understand why the order is so important.   [6:06] From Jay Hughes, through years of meeting families: translating "human capital" into an understandable concept for all was key for Buddy to flesh out this book.   [7:42] Learning to write books is quite the experience. "No one wants to read a whitepaper!" Buddy shares how finding your author's voice is part and parcel of learning how to write for good reading.   [10:03] Buddy shares how his own family founded and grew their own successful family enterprise.   [11:42] How can advisors encourage families to foster "the right stuff" and support them in growing?   [14:24] The family fiduciary has to lead the movement for the benefit of the whole family.   [15:54] How The Gift of Lift by David R. York opened Buddy's eyes.   [17:23] The gamification of enterprising families' dynamics.   [20:13] Why separating the portfolio and the cash flow games is really important.   [21:57] What Buddy believes a comprehensive planner should hope for.   [23:11] Helping families see what they have not been able to understand, so that they can make the best decision for themselves.   [25:32] If you've seen one family office… You've seen one family office. Buddy shares that in the course of his 40-year career, he has concluded that no two families will take the same decision.   [27:34] Buddy talks about separate vs. community property law and how surprised he was by the differences between Ohio and California.   [29:02] Buddy's book recommendation and advice for families and advisors.   [31:26] Steve thanks Buddy for sharing so much of his experience and invites listeners to sign up for Symposium, which will be held May 25‒27 in Vancouver, BC.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode Values-Based Estate Planning: A Step-by-Step Approach to Wealth Transfer for Professional Advisors, by Scott C. Fithian Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators, by James E. Hughes Jr. Family Wealth: Keeping It in the Family--How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations, by James E. Hughes Jr.   Symposium 2026   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

Learn how to create and preserve generational wealth!in this first episode of our special series, Getting Ahead of The Great Wealth Transfer, WHZ partners James Zahansky, Laurence Hale, and Leisl Langevin, along with KKC Law partner Allison Poirier share:

Shop Talk looks at the great wealth transfer from baby boomers to younger generations, which includes the challenges of managing inherited clutter and keepsakes. Caught My Eye reveals the toilet habits of New Yorkers during the Bad Bunny Halftime Show, and the stats are in regarding the Netflix Michele Obama documentary viewership as protest during the launch of Melania. Paul R. Williams, the first African American Architect West of the Mississippi is our Business Birthday. We're all business. Except when we're not. Apple Podcasts: apple.co/1WwDBrC Spotify: spoti.fi/2pC19B1 iHeart Radio: bit.ly/4aza5LW Tunein: bit.ly/1SE3NMb YouTube Music: bit.ly/43T8Y81 Pandora: pdora.co/2pEfctj YouTube: bit.ly/1spAF5a Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Paul Musson, founder of Paddington Capital Management and former lead portfolio manager of the Ivy Funds at Mackenzie Investments, pulls back the curtain on the economic forces that quietly shape everyday life.With more than 30 years of experience managing billions in assets, Paul explains in clear, straightforward terms how central banks, government policy, and deeply rooted financial structures can unintentionally, yet systematically, shift wealth away from everyday people and toward a powerful few.In his upcoming book Capital Offence: Why Some Benefit At Your Expense, Paul introduces what he calls the Paulitical Economy™ perspective, a fact-based framework designed to help people understand how money, power, and policy intersect.This conversation is not about outrage. It is about awareness.

For many Australians, the only chance they will have at owning a home will come in the form of tragedy. House prices have become so expensive that Australians are increasingly relying not just on the bank of mum and dad, but on the inheritance that comes with their death to get a foot on the housing ladder. Over the next 20 years, it's expected $5.4tn will be passed down from baby boomers to their beneficiaries. But experts warn that this great intergenerational wealth transfer presents one of the biggest challenges the country has faced in decades. Reged Ahmad speaks with deputy features editor Celina Ribeiro about how the age of inheritance is threatening economic equality, faith in the ‘fair go', and even in democracy itself

P.568 How To Position Yourself for the Next Wealth Transfer by Apostle Grace Lubega

P.568 How To Position Yourself for the Next Wealth Transfer by Apostle Grace Lubega

Join Antony Davies, director of economic research at CFC, as he considers the effects the largest intergenerational transfer of wealth in history may have on the U.S. economy.Economic & Market Watch Brief, February 2, 2026: The Great Wealth TransferSources:The Great Wealth Transfer and its Implications for the American Economy – Michigan Journal of Economics Actuarial Life TableUnited States Population by Age and SexVisualizing America's Wealth by GenerationThe Fed - Distribution: Distribution of Household Wealth in the U.S. since 1989U.S. wealth distribution over time by generation 2025| StatistaFederal Reserve Bank of Boston – Estimating the Marginal Propensity to Consume MPC heterogeneity and household balance sheets.pdf Financial concerns and the marginal propensity to consume – Bank Underground Federal Reserve Bank of New York – What Would You Do With $500 Study: 66% of Young Americans Expect to Benefit from Great Wealth Transfer Consumer Price Index for All Urban Consumers: All Items in U.S. City Average (CPIAUCSL) | FRED | St. Louis FedAlso, in this week's brief: How Tech Revolutions Impact Jobs. Contact the Economic & Market Watch team at economicresearch@nrucfc.coop. Visit us, download the dashboard and intelligence brief and explore other Solutions media on our website, nrucfc.coop/Solutions. 

A historic shift is underway. As Baby Boomers pass down an estimated $70–90+ trillion in assets over the next two decades, the largest wealth transfer in modern history is reshaping the U.S. economy — and the housing market.But which generation will benefit the most?In this episode, we break down who really wins in the Great Wealth Transfer — Generation X, Millennials, or Generation Z — and what it means for home prices, real estate investing, retirement, and long-term economic inequality.Here's what you'll learn:• Why Generation X is positioned to receive the largest share of inherited wealth• How Millennials may benefit through down payment gifts, inherited homes, and financial support• Whether Gen Z will see meaningful gains — or face delayed opportunity• How inherited real estate could impact housing supply and affordability• Why all-cash buyers may increase over the next decade• How healthcare costs and long-term care could reduce the size of estates• The regional housing markets most likely to feel the impactWe also explore whether this wealth transfer will narrow or widen the generational wealth gap — and how investors, homebuyers, and policymakers should think about the next 10–20 years.If you're interested in real estate trends, generational economics, retirement planning, investing, or the future of the U.S. housing market, this episode breaks it down clearly and strategically.The “Silver Tsunami” isn't just a demographic story — it's a capital shift that could redefine who owns property, who retires early, and who gets priced in or out of the market.Subscribe for weekly insights on real estate, macroeconomics, wealth building, and generational finance.#WealthTransfer #HousingMarket #RealEstateInvesting #BabyBoomers #Millennials #GenX #GenZ #Inheritance #EconomicTrends #FinancialFreedom

A massive demographic shift is already underway—and most investors aren't paying attention.Rich Somers sits down with Boris and Amanda Palomino to break down why residential assisted living is quickly becoming one of the most compelling and recession-resistant real estate asset classes in the country. With millions of baby boomers entering the age of care and a nationwide shortage of beds, demand is accelerating while supply struggles to keep up.The conversation dives into how small, boutique care homes generate strong monthly cash flow, why this model avoids many of the regulatory pressures hitting Airbnb, and how investors can combine real estate appreciation with an operating business under one roof. Boris and Amanda explain market selection, licensing, staffing, and how these properties can produce meaningful income while still qualifying for powerful tax advantages.Rich also explores why this asset class is protected, how leverage and creative financing can be used responsibly, and why the “sandwich generation” is driving long-term demand for high-quality care options.This episode is a deep, practical look at an overlooked real estate strategy—built on fundamentals, demographics, and real operating leverage.

Having a will doesn’t mean your estate plan is finished—and that gap can create real problems. In this episode of Charleston’s Retirement Coach, Brandon Bowen explains why estate planning requires more than a single document and how unfunded trusts quietly undermine good intentions. The conversation breaks down the key estate documents families need, the common mistakes Brandon sees when reviewing trusts, and why organization and follow‑through matter as much as drafting paperwork. It’s a practical look at protecting legacy plans from confusion, probate, and unnecessary complications. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Join hosts Joel Garris and Zach Keister on this action-packed episode of Dollars & Sense as they break down the fast-paced start to 2026. Discover why the stock market's leadership is changing, what the “Mag 7” becoming the “Fab 4” means for your investments, and how early signs of broad market participation could reshape your portfolio. The duo tackles interest rates, the latest moves from the Federal Reserve, and what falling mortgage rates mean for buyers. But it's not just about markets—Joel and Zach dive into the five financial lies people keep telling themselves, from “I have a budget” to “I don't know why I'm always broke.” They share practical steps to build a real emergency fund, track your spending, and take control of your financial future. If you've ever wondered why your money seems to disappear, this segment is a must-listen! The show wraps up with a look at the $4.6 trillion real-estate wealth transfer—from Baby Boomers to Gen X and Millennials—that's already changing housing and family planning.Whether you're considering buying property for your kids, downsizing, or inheriting a home, you'll get expert insights on how to structure these moves and avoid common pitfalls. Tune in to hear how market trends, personal finance habits, and generational shifts are converging in 2026—and what it means for you. 

Send us a textPRECIOUS METALS ALERT. Wealth Transfer Before Your Eyes. Get In Now❤️️Grants from states and local governments: https://findhelp.org/❤️️Caregivers, Mental Health: https://www.211.org

The Great Wealth Transfer is already in motion, and Gen X is standing in the receiving line! Wendy F. Adams, CFRE, CEO of Cultivate for Good and longtime friend of the show, brings a leader's lens and a fundraiser's candor to a question many nonprofits still avoid: Who inherits donor loyalty, and what are we doing to earn it? She shares a personal story that makes the business case impossible to ignore—after her mother passed, Wendy discovered a long list of recurring gifts to multiple organizations. The dollars were real, consistent, and meaningful. The relationship? Nearly invisible.Wendy introduces a practical concept that flips stewardship into a forward-looking strategy: the “beneficiary checkup.” Instead of waiting until a donor is gone and the organization is forced into an awkward conversation, Wendy challenges nonprofits to invite beneficiaries into the relationship now—while the donor can celebrate impact, and while the next decision-maker can form a real connection.The episode presses on a tough truth: recurring donors are often treated as “set it and forget it,” and that quiet neglect can become a revenue cliff when a family member inherits the decision. Wendy also speaks directly to Gen X expectations: they want clarity, outcomes, and honesty, not glossy language. As she puts it, “Proof beats poetry.” And when it comes to legacy decisions, she's blunt: “Give it to us straight and keep us a part of the dialogue.”For leaders and boards, the call is simple: build confidence around assets, legacy tools, and storytelling that shows what happens because someone invested. The wealth is moving. The question is whether your nonprofit will be part of the next chapter—or quietly left behind.Find 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

From pharmacy to financial liberation: Why Bitcoin is the greatest wealth transfer opportunity of our lifetime - and the brutal truth about digital scarcity, the $3,000 to $1 million transformation, 21 million units that nobody can manipulate, and the angel who created an alternative financial system after 2008 banks crashed the housing market, took excessive risk, got bailed out with taxpayer money while nobody was held accountable, and why our people need exposure to digital assets because keeping money in cash loses value every single year while land stays locally powerful but Bitcoin is globally powerful with the same price in Ghana, Turkey, Europe, US, and Australia - the first property you can hold and access anywhere on earth with just an internet connection. Guest: Dr Hans Boateng Free Program for Generational Wealth Creation available on my website. https://www.theinvestingtutor.com/ Host: Derrick Abaitey IG: https://www.instagram.com/derrick.abaitey YT: https://www.youtube.com/@DerrickAbaitey Listen to the podcast on: Apple Podcast - http://tinyurl.com/4ttwbdxe Spotify - http://tinyurl.com/3he8hjfp Join this channel: /@konnectedminds FOLLOW ► https://linktr.ee/konnectedminds #Podcast #businesspodcast #AfricanPodcast

China and Saudi Arabia are quietly locking up massive silver reserves—cutting exports, pressuring U.S. supply, and accelerating a global squeeze. COMEX faces contract demands it may not be able to fulfill, while green energy schemes burn through silver in inefficient technologies. Meanwhile, corporations and governments are buying physical silver near $70, signaling rising demand and higher valuations ahead. This episode breaks down the silver power play—and why this window may present a strategic opportunity to enter with a clear exit plan.https://LarryBallard.comYouTube and Rumble: @Liberty Crusade OfficialNOTE: This information is for educational and investigative purposes.-------------------------Check out all of our vendors at: https://patriotswithgrit.com/patriot-partners/ SPONSORS FOR THIS VIDEO❤️ Cardio Miracle – One Drink. Endless Benefits.Feel steady energy, sharper clarity, and stronger resilience every day.Own your freedom in health & experience the full power your body was designed for.

The greatest wealth transfer in history is happening right now, but what is really being passed from one generation to the next?In this episode, Alex talks with Scott Kubie, President of Orchard Alliance, about how money shapes families far beyond bank accounts. Using Scripture and real world experience, Scott explains why this moment is more emotionally charged than ever and how unspoken fears, secrecy, and silence around money can quietly shape kids, marriages, and faith.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereShould you build your next investment property in your personal name or through your corporation?If you're a Canadian business owner sitting on retained earnings or personal capital, figuring out how to fund your next real estate investment can feel like a high-stakes puzzle. Should you leverage your HELOC or dip into your corporate cash? Does owning the property personally offer more flexibility—or should it live in a holding company for tax benefits and liability protection? This episode dives into a real-life case study to help you navigate these exact decisions with clarity.By the end of this episode, you'll learn:The key tax and long-term planning trade-offs between owning investment property personally vs corporately.Three practical funding strategies—including when to borrow from your HELOC, your corporation, or a third-party lender.How to plan for future capital gains and use corporate-owned insurance to prepare for estate taxes without losing liquidity.Press play now to confidently map out the smartest path for funding and owning your next investment property.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian business owners seeking financial freedom and early retirement are rethinking how they approach property development, corporate structures, and long-term wealth strategies. Whether you're weighing HELOCs vs. corporate borrowing for funding investment properties, or deciding between salary vs. dividends in Canada, every financial decision shapes your broader Canadian wealth plan. This episode explores how to use retained earnings strategically, optimize RRSP room, and implement tax-efficient investing through corporate wealth planning. You'll gain insights inReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Luca Russignan highlights the impending $83.5 trillion wealth transfer and the critical talent risk it poses, with one in four advisors planning to leave their firms. Russignan emphasizes that A.I. and automation are crucial for enhancing advisor efficiency, expanding capacity, and meeting the evolving expectations of digitally native inheritors. He details how A.I.-powered dashboards and assistants, integrated into daily workflows, can offer real-time market intelligence, portfolio insights, and sentiment analysis, ultimately driving client retention and revenue growth for wealth management firms.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

What's the secret to building financial resilience as an entrepreneur—and how do you make sure you're never caught off guard by life's curveballs? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with financial strategist Leah Williams to tackle these questions head-on, exploring how proactive financial planning and tax strategies can empower you to take control of your wealth journey.Leah Williams brings her story of personal financial transformation—after weathering divorce and witnessing the power of good planning through family loss—to offer practical advice that goes beyond the basics. Her firm, Savvy Financial, is built on a mission to help people, especially women, become confident in their financial decisions, teaching them about insurance, investments, and the hidden levers of tax efficiency.From leveraged charitable deductions to accelerated depreciation and creative ways to involve family in your business, this episode is loaded with real, immediately useful strategies that anyone can apply. If you want to make smarter choices about your financial future and get inspired along the way, this is the episode for you. To get the latest from Leah Williams, you can follow her below!https://www.linkedin.com/in/leah-williams-chfc%C2%AE-clu%C2%AE-wmcp%C2%AE-aa007595/ https://www.savvyfinancialllc.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

With an estimated 8 million businesses expected to sell or transfer due to the Great Wealth Transfer, pondering who to sell your business to is an important exercise. Money shouldn't be the only factor. Although you may depart after the sale, your employees and executive team will still be there. Here is a principle that ... The post The Great Wealth Transfer: Part III appeared first on Unconventional Business Network.

With an estimated 8 million businesses expected to sell or transfer their business due to the Great Wealth Transfer, you might be surprised on how few of these owners are preparing for their transfer. According to headwayexec.com, 58% of business owners have no transition or succession plan. Less than 1/3rd of businesses have a written ... The post The Great Wealth Transfer: Part II appeared first on Unconventional Business Network.

The Great Wealth Transfer: What It Means for Rural Communitieswith Ben Winchester and Janel FredericksonOver the next two decades, America will see the largest transfer of wealth in history—and rural communities stand to gain or lose more than many realize. In this timely conversation, hosts Camille Walz (West Central Initiative) and Kristi Ackley (Growth By Design) sit down with rural sociologist Ben Winchester and estate attorney Janel Frederickson to break down what the Great Wealth Transfer really means for hometowns across Minnesota and beyond.✨ Inside this episode:• What the Great Wealth Transfer actually looks like in rural communities—and why the narrative is more hopeful than you might think• How nonprofits can position themselves as trusted partners in long-term giving• The role of community foundations, local relationships, and “place attachment” in capturing generational wealth• Practical steps for starting conversations about estate gifts (without feeling awkward)• How to engage younger generations through storytelling, values-based giving, and authentic community connection• Real-world strategies rural leaders can use to keep local wealth localWhether you're a nonprofit leader, community advocate, donor, or simply care about the future of small towns, this episode offers clear insights and actionable tools for ensuring rural places thrive for generations to come.

Due to Baby Boomer's aging, it's estimated that over 8 million businesses will either sell or be passed on to the next generation. Many are calling this the Great Wealth Transfer. Many business owners have worked hard to build a culture that pleases God. But often taking the highest sale price can result in selling ... The post The Great Wealth Transfer: Part 1 appeared first on Unconventional Business Network.

In this episode of "Next Steps 4 Seniors: Conversations on Aging," host Wendy Jones is joined by Bill Feldmaier and Mike Laske from Greenleaf Trust to discuss achieving financial peace of mind in retirement. They highlight the importance of comprehensive financial planning, organizing scattered assets, involving family in financial literacy, and working with fiduciary advisors. The conversation emphasizes proactive planning, clear documentation, and professional guidance to reduce anxiety, ensure smooth wealth transfer, and protect seniors’ legacies. Greenleaf Trust’s client-first approach and community involvement are showcased, encouraging seniors to seek expert help for a secure and confident retirement. For more information on Next Steps 4 Seniors, contact us at 248-651-5010 or at www.nextsteps4seniors.com Learn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Michael explores the political impact of the massive intergenerational wealth transfer underway. With over $124 trillion set to pass from Baby Boomers to Millennials and Gen X, could this spark a political divide or even a civil war? Joined by Eric Levitz, Senior Correspondent at Vox, the discussion dives deep into how inherited wealth might shape future political battles, the rise of economic inequality, and the shifting landscape of U.S. politics. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

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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

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

Invest in Real Estate for $10 - https://fundrise.com/invitation-program/welcome?inviteKey=gg70q3&utm_campaign=investor-invitation&utm_medium=invite-link&utm_source=fundriseGet Free Stock with The Robinhood App - https://join.robinhood.com/jasmint33/Books that Helped Jasmine Shift Her Mindset for Millions - https://www.amazon.com/shop/iamjlthom...Money Honey Course to Manifest Millions - https://shesworthy.org/moneyhoneyPositioned to Prosper Masterclass for Passive Income Streams - https://shesworthy.org/prosperDestined for Abundance Devotional + Masterclass - https://shesworthy.org/abundanceJournal Your Way to $100K Workbook - https://shesworthy.org/journal The Money Goddess Podcast - https://creators.spotify.com/pod/profile/themoneygoddess/episodes/Journal-Your-Way-to-100K-e2jl6bi

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/

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

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.