Podcasts about wealth transfer

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

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

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

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/

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

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

I detta avsnitt gästar Marcus Alin, grundare och vd för Sharpfin – ett svenskt SaaS-bolag som digitaliserar kapitalförvaltning. Samtalet rör sig mellan teknik, regelverk och framtidstro, men också kring det mänskliga i en annars ganska konservativ bransch. Marcus berättar om resan från Schweiz och försvarsindustrin till att bygga ett svenskt WealthTech-bolag som utmanar gamla bankstrukturer. Vi pratar om varför det fortfarande finns COBOL-system i bankerna, vad The Great Wealth Transfer innebär, och varför förändringsprojekt inte måste vara smärtsamma utan faktiskt kan vara roliga. Dessutom: AI-hypen, riskkapitalets fokusoch hur nya aktörer kan bryta upp storbankernas oligopol. Tidsstämplar:  07:34 Marcus Alins bakgrund och vägen till Sharpfin 11:25 Att bygga ett svenskt WealthTech-bolag 22:00 Trender och utmaningar i fintech och förvaltning 27:00 The Great Wealth Transfer och generationsskiftet i kapital 29:48 EU-regleringar och deras påverkan på branschen 33:21 Bankernas tröghet och växande konkurrens 40:37 Framtiden för fintech, WealthTech och AI Är ditt företag i behov av IT-rekrytering, eller Executive Search eller vill du tipsa om en gäst? Hör av dig till cj@ants.se eller läs mer om hur vi arbetar på ants.se   Prenumerera på vårt nyhetsbrev.

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

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

Ever wondered how wealth is meant to flow into the Kingdom of God and in the life of believers? Join Ps. Benjamin Komanapalli Jr. in this powerful message as he unveils the mystery of Wealth Transfer, how God strategically moves resources from the hands of the world into the hands of His children. In this sermon, you'll discover: •⁠  ⁠The three types of wealth transfer — Strategy, Release, and Force. •⁠  ⁠The effects each has on both the just and the wicked. •⁠  ⁠Who controls each dimension of transfer — Believers, Sinners, and God. •⁠  ⁠The five aspects of knowledge that empower Kingdom prosperity. •⁠  ⁠And how every good man receives wisdom, knowledge, and joy, along with all that the sinner has gathered. As you listen, may your understanding of Kingdom wealth be expanded, and may you walk in divine wisdom to become a faithful steward and a mighty Kingdom financier. 

దేవుని రాజ్యములోనికి, విశ్వాసుల జీవితాల్లోనికి ధనము ఎలా ప్రవహించాలో అనే విషయం గురించి ఎప్పుడైనా ఆలోచించారా? సంపద బదిలీని గురించిన మర్మాన్ని, లోకస్థుల చేతుల్లో నుంచి, తన బిడ్డల చేతుల్లోనికి దేవుడు వనరులను వ్యూహాత్మకంగా ఎలా మారుస్తాడో  ఈ శక్తివంతమైన సందేశంలో పాస్టర్ బెంజమిన్ కొమానపల్లి జూనియర్ గారు వివరిస్తూండగా వినండి.  ఈ వర్తమానంలో, మీరు ఈ విషయాలను తెలుసుకుంటారు: •⁠  ⁠సంపద బదిలీ జరిగే 3 విధానాలు: వ్యూహము ద్వారా, విడుదల ద్వారా, బలవంతముగా. •⁠  ⁠దుష్టులు మరియు నీతిమంతుల మీద ఈ 3 విధానాల ప్రభావము. •⁠  ⁠విశ్వాసులు, దుష్టులు మరియు దేవుడు ఎలా ఈ సంపద బదిలీ జరిగే ప్రతి విధానాన్ని నిర్ణయిస్తారు? •⁠  ⁠దేవుని రాజ్య సంపదను బలోపేతం చేసే జ్ఞానపు 5 కోణాలు. •⁠  ⁠పాపాత్ముడు పోగు చేసినదానంతటితో సహా ఒక మంచి వ్యక్తి ఎలా ఙ్ఞానాన్ని, తెలివిని, ఆనందాన్ని పొందుకుంటాడు? మీరీ సందేశాన్ని వింటూండగా, దేవుని రాజ్యపు సంపదను గురించి మీకున్న జ్ఞానము పెరిగి, నమ్మకమైన గృహనిర్వాహకునిగా ఉండుటకు మీరు దైవిక జ్ఞానములో ఎదుగుతూ గొప్ప దేవుని రాజ్య పెట్టుబడిదారుగా ఉందురు గాక!

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

There's no first place or last place here. Life is not a competition. Often people use money and the acquisition of things to measure where they stand: who's got the nicer house, the fancier car, the vacation home, but the truth is, we can't predict how long we'll live or the state of our health as we age. The reality is, it doesn't matter where we start. It's how we finish that counts. And my guess is that being the richest man in the graveyard is not the goal. Today's guest, Patrick Negado is a Retirement Income and Wealth Transfer Expert. Author of The Canoe and The Current: Rethinking Retirement So You Can Stop Worrying and Start Living. www. canoeandcurrent.com www.sageintl.com or 800-254-5779

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

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

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

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

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

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

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

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

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

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

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

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.It's Ask Me Anything Friday, and today we're tackling some of the biggest questions traders have about OVTLYR 4.0, trading strategies, and how to build consistency in the markets. This session is packed with insights on entries, exits, risk management, and the psychology needed to survive long term.One of the biggest takeaways is the difference between active and swing signals. Active signals show up more frequently, while swing signals capture longer-term setups with fewer trades. Both have their place, and knowing when to use each is key to matching your trading style with the right opportunities. OVTLYR 4.0 now makes it easier than ever to see these signals side by side, test them, and build a plan you can trust.We also dive into one of the most misunderstood concepts in trading: rolling options. Instead of closing out a trade entirely, rolling can free up capital, lock in partial profits, and keep you in position when the setup is still valid. It's a lifestyle-friendly approach that helps traders manage positions without being glued to the screen all day.Here's what you'll learn in this session:➡️ Why rolling options can extend winners and improve capital efficiency➡️ The importance of ATR and EMA crossovers in position sizing➡️ How entries, exits, and sizing combine to create expectancy➡️ Why wins and losses are always randomly distributed➡️ The surprising truth about selling options and why most traders lose➡️ How fear and greed levels above 70 often signal potential snapbacks➡️ Why closing trades before earnings dramatically improves expectancy➡️ The difference between active and swing signals in OVTLYR 4.0➡️ How stock and options traders alike can use the same signals effectivelyThe video also covers why trading success is about following rules, not predicting outcomes. Backtesting shows that expectancy skyrockets when traders stick to exit signals and respect stop levels, while holding through earnings usually adds unnecessary risk. The math is clear: small losses and big winners are the formula for long-term success.We talk about the role of fear and greed in market timing, how to avoid stop-loss hunting with end-of-day execution, and why every trader needs a plan that works for both stocks and options. OVTLYR 4.0 is built on these principles, combining breadth, trend, and volatility data to create a clear framework that eliminates guesswork.Trading isn't about being right all the time. It's about stacking probabilities in your favor, managing risk, and staying disciplined through streaks of wins and losses. If you're serious about trading smarter, cutting through the noise, and building a plan that lasts, this AMA will give you the insights you need.Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

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

The Signal Beneath the Noise Serious operators obsess over the next print, but my podcast/YouTube guest this week, Bankrate senior economic analyst, Mark Hamrick, argues the industry is missing the structural signals that actually set the cost of capital and shape demand.   Start with this premise: Data credibility is a macro variable.   When the quality of national jobs and inflation statistics is questioned, it is not just an esoteric Beltway quarrel; it becomes a pricing input for Treasuries and, by extension, mortgages, construction loans and exit cap rates.   As Hamrick puts it, the path to good decisions for households, enterprises and policymakers ‘is lined by high quality economic data, most of which is generated by the federal government.' Hamrick's concern is not theoretical. He links the chain plainly: if markets doubt the numbers guiding the Federal Reserve's dual mandate, you can ‘envision a scenario where there's less demand for our Treasury debt,' forcing higher yields to clear supply – an economy‑wide tax that lifts borrowing costs from mortgages to autos and narrows the Fed's room to maneuver.   What Happens If Trust Erodes? The near‑term catalyst for this anxiety is unusual: the Labor Department's head statistician was fired after unfavorable revisions, and an underqualified nominee has floated ideas as extreme as not publishing the data at all. Hamrick's advice for investors and executives is simple: pay attention. This may not break the system tomorrow, but it introduces risk premia where none previously existed.   Through a real estate lens, the translation is straightforward.   Underwriting already contends with volatile inputs on rents, expenses and exit liquidity; add a credibility discount on macro data and your discount rate moves against you. Prudent sponsors should stress‑test deals for a modest upward shock in base rates – an echo of Hamrick's ‘economy‑wide tax' – and consider how thinner debt markets would propagate through construction starts and refis.   Housing's Lock‑In: Inventory, Not Prices, Is the Release Valve The ‘lock‑in effect' remains the defining feature of U.S. housing. Owners sitting on sub‑3% mortgages are rationally immobile, starving resale inventory and suppressing household formation mobility, a dynamic Hamrick equates with today's ‘no hire, no fire' labor market: stable but sluggish churn. Builders fill some of the gap, but affordability remains constrained by national price firmness and still‑elevated mortgage rates relative to the pandemic trough.   What happens if mortgage rates dip to 6.25% or even 5.5%? Don't expect a binary ‘unlock.' Hamrick argues for incremental improvement rather than a light switch: lower rates would expand qualification and appetite gradually, and, crucially, free inventory. He is less worried that cheaper financing simply bids up prices; the supply response from would‑be sellers is the more powerful margin effect.   For operators underwriting for‑sale housing (build to rent or single-family home developments), the tactical read is to focus on markets where latent move‑up sellers dominate and where new‑home concessions currently set the comp stack. He also reminds us of the persistent, national‑level truth: prices have been unusually firm for years; in the U.S., homeownership is still the primary path to wealth – advantage owners, disadvantage non‑owners.   Wealth Transfer: Inequality In, Inequality Out The widely cited $84 trillion Boomer‑to‑GenX/Millennial wealth transfer via inheritance won't repair the middle class. It will mainly perpetuate asset inequality: assets beget assets, and the recipients most likely to inherit are already nearer the ‘have' column. That implies continuing bifurcation in housing demand (prime school districts, high‑amenity suburbs) alongside a renter cohort optimizing for cash‑flow goals rather than equity growth. For CRE, that supports a barbell: high‑income suburban nodes + durable rental demand where incomes grow but deposits lag.   Renting Without Shame and the Budget Reality Check Hamrick is refreshingly direct: there is no shame in renting as, perhaps, there used to be. For many households, renting is a rational bridge to other financial goals; build emergency savings, avoid surprise home maintenance expenses, and keep debt service from getting ‘too far out over your skis.'   For CRE owners, this fortifies the case for professionally managed rental product with transparent total‑cost‑of‑living and flexible lease options. For lenders, it argues for cautious debt-to-income ratios and expense reserves in first‑time buyer programs.   Tariffs, Inflation, and the New Dashboard Hamrick closes with a monitoring list to stay on top of dominant economic trends: labor market strength (monthly employment; weekly jobless claims), the inflation complex (Consumer Price Index (CPI), Producer Price Index (PPI), and Personal Consumption Expenditures index (PCE)), and the full housing tape (mortgage rates, existing/new sales, builder confidence, starts) plus, of course, one political‑economy input now impossible to ignore: tariffs, with the effective rate at the highest level since the Great Depression.   For CRE, tariffs are not an abstract: they seep into materials costs, fit‑out budgets, and the headline inflation path that steers the Fed. Sponsors should build tariff scenarios into Guaranteed Maximum Price (GMP) contingencies and model procurement alternates.   Actionable Takeaways for CRE Professionals Price a credibility premium: Run sensitivities for higher Treasury yields if data trust wobbles; Pay attention to how easily the government can sell its debt and the extra yield investors demand on longer bonds. Both shape interest rates, which then filter into real estate cap rates. Underwrite inventory elasticity, not sticker shock: As rates ease, model inventory release ahead of price spikes; focus on submarkets with pent‑up sellers. Lean into renting's rationality: Product that aligns with household cash‑flow priorities will capture durable demand while affordability resets. Track tariffs as a construction line‑item and macro tailwind to inflation: Feed this into budgets and hold periods. My conversation with Mark really brought home how connected real estate is to the bigger capital markets picture. If you want a sense of where cap rates are heading, keep an eye on the bond market – because that's where the story starts.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

“Bitcoin is a cheat code.” In this episode of Bitcoin Backstage, Mark Moss explains why a single asset can outperform everything else — and how corporate treasuries, institutional adoption, and America's deliberate dollar devaluation are setting the stage for Bitcoin's biggest bull run yet.Mark breaks down the rise of the “new Bitcoin class” on Wall Street, why companies like MicroStrategy are reshaping corporate balance sheets, and how the U.S. dollar reset mirrors historic currency accords. He also shares his 2030–2040 Bitcoin price targets, predicts when Bitcoin will become the global unit of account, and explores the game-changing role AI will play in the Bitcoin economy.Connect with Mark Moss on X: https://x.com/1MarkMossConnect with Isabella Santos on X: https://x.com/isabellasg3

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

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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