Podcasts about wealth transfer

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

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

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

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

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

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

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

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

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

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

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

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

This week on Beyond The Money, Jackie Campbell delves into the critical topics of women and finance, the emotional impacts of inheriting wealth, the dynamics of money in marriage, the importance of timely retirement planning, finding purpose in retirement, and overcoming procrastination in financial planning. The discussion emphasizes the significant wealth transfer expected to occur, particularly among women, and the need for proactive financial planning to navigate these changes effectively. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

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

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

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

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

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

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

Wealth transfer planning is more than writing a will. It's a way to make sure your money serves your values and supports the people you care about. This week, Jason and Mac break down how to navigate the complexities of wealth transfer, minimize tax burdens, and prepare the next generation for financial responsibility. The guys also share how clear communication and thoughtful estate planning can prevent family conflicts before they start.  

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

Eric Kearney and Joseph Lanza discuss the current economic climate, focusing on recession fears, market volatility, and the importance of strategic financial planning. They emphasize the need for a portfolio recovery strategy during turbulent times and the significance of maintaining a long-term perspective on investments. The conversation also highlights the role of effective communication between clients and advisors to navigate financial uncertainties and make informed decisions. The discussion also touches on market volatility and the strategies for recovery, highlighting the importance of long-term planning and the potential for generational wealth transfer. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.See omnystudio.com/listener for privacy information.

Tax season is upon us, and with it comes a slew of changes and challenges. In this episode, Tim Brisibe, Head of Mackenzie's Tax and Estate Team, covers a range of topics crucial for navigating tax season and beyond. He discusses the implications of recent policy changes, including the suspension of the consumer carbon tax and the deferral of the capital gains inclusion rate increase. Tim explains the importance of understanding the complexities that come with significant wealth and how advisors can play a pivotal role in managing these complexities, connecting this to the concept of "homeostasis" for financial harmony. Additionally, Tim provides practical strategies for advisors to help clients plan for the financial needs of loved ones with disabilities and how to incorporate strategic philanthropy.  This episode was recorded on April 4, 2025.

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

The Great Wealth Transfer: • As baby boomers are the primary source of wealth, their death begin transferred to younger generations. • This is one of the most substantial intergenerational transfers of wealth in history & it is expected to continue for another couple of decades. • Some estimates put the amount of assets that will be transferred at $68+ trillion. • Potential to reshape individual financial futures and the broader economy. • Will provide opportunities that weren't previously available (early retirement, investment opportunities, or funding for personal passions). • Complexities require careful planning and decision-making.

What happens when you reach the pinnacle of your career, only to realize it's not your true calling? Join Caytie Langford and me for an inspiring conversation with a powerhouse who walked away from a six-figure salary to empower women in real estate and wealth creation. We delve into her journey of self-discovery, the courage it takes to pivot, and why now is the most crucial time for women to step into their financial power.Key Highlights:Courageous Pivots: Learn how to recognize and act on your true calling, even when it means leaving a seemingly perfect career.Empowering Women in Wealth: Discover the importance of women's involvement in real estate investing and wealth creation.Aligning Passion & Purpose: Understand how to build a career and business that reflects your authentic self.Embracing Calculated Risk: Gain insights on overcoming fear and taking bold steps towards your financial goals.The Wealth Transfer Opportunity: Explore why this is a pivotal moment for women to secure their financial future.Discover how to align your career with your passion, embrace risk, and seize the opportunities of the greatest wealth transfer in history.Caytie Langford, a real estate investor and empowerment advocate, champions women in finance. As General Partner at Selene Brighthouse, she drives education and community for women investors. Founder of Trailblazers: Women in Real Estate Investing, she aims to boost female participation in the field. With 20+ years empowering executives, Caytie inspires confidence and resilience, sharing her own journey of transformation.Caytie's Links:Website: https://www.selenebrighthouse.com/  Listen to Caytie's Ted TalkWant to hear a specific topic? Text Us!Always and Never About Money Episode Links:Video Podcast: https://www.youtube.com/@MoneyMasteryWithChelseaSocials: https://linktr.ee/the_money_whisperMoney Mastery Website: www.moneymastery.workReddit: https://www.reddit.com/r/AlwaysandNeverMoney/

The baby boomer generation has become the richest in history. In recent years there has been some degree of animosity between the boomer generation and their younger millennial counterparts. The millennial generation have been much less well off than their parents and are often stereotyped as living beyond their means. But this could all be about to change. Now younger people are expected to inherit billions from their parents. It's expected to be the largest transfer of wealth in human history. But that won't be shared out equally… So, what are the social and economic implications of The Great Wealth Transfer? Lucy Hockings speaks with BBC business correspondent Erin Delmore and the BBC's population correspondent Stephanie Hegarty. They discuss what The Great Wealth Transfer could mean for the millennial generation.Producers: Richard Moran, Eleanor Sly and Alice Aylett RobertsSound engineer: Ricardo McCarthyAssistant editors: Richard Fenton-Smith and Sergi Forcada FreixasSenior news editor: China Collins

Send us a textHave you heard people talking about The Great Wealth Transfer and wondered what they were talking about? Do you feel like something's missing from the conversation?Dive into today's episode for a quick summary of what's happening and what no one's talking about.Links from today's episode:What is the “great wealth transfer,” and who'll benefit from it? | Marketplace | December 2024https://www.marketplace.org/2024/12/12/what-is-the-great-wealth-transfer-and-inheritance-millenials-gen-z/The Great Inequality Transfer, Urban Institute, 2024https://www.urban.org/sites/default/files/2024-10/The_Great_Inequality_Transfer.pdfWhy the Great Wealth Transfer Is Making History for Women and Wealth | Ellevest | January 2024https://www.ellevest.com/magazine/investing/great-wealth-transfer ICYMI another episode you might enjoy:Episode#155 How Gen Z Thinks about InvestingLove the book recos on this show? Check out the Progressive Pockets Bookshelf:https://bookshop.org/shop/progressivepockets As an affiliate of Bookshop.org, Progressive Pockets will earn a commission if you make a purchase.Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Easy Ways to Support the Show1. Send this episode to someone you know! Word of mouth is how podcasts grow!2. Buy me a coffee (or a soundproof panel!) https://buymeacoffee.com/progressivepockets 3. Leave a 5 star rating and review for the show!//NO AI TRAINING: Any use of this podcast episode transcript or associated show notes or blog posts to “train” generative artificial intelligence (AI) technologies to generate text is expressly prohibited. This includes, without limitation, technologies that are capable of generating works in the same style or genre as this content. The author reserves all rights to license uses of this work for generative AI training and development of machine learning language models//Support the show

Today at 11:11 am CST, on the Flyover Conservatives show we are tackling the most important things going on RIGHT NOW from a Conservative Christian perspective!  Today at 11:11 am CST, on the Flyover Conservatives show we are tackling the most important things going on RIGHT NOW from a Conservative Christian perspective!  TO WATCH ALL FLYOVER CONSERVATIVES SHOWS - https://flyover.live/show/flyoverTO WATCH ALL FLYOVER CONSERVATIVES SHOWS - https://flyover.live/show/flyoverTO WATCH ALL FLYOVER CONTENT: www.flyover.liveTO WATCH ALL FLYOVER CONTENT: www.flyover.liveTo Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To To Schedule A Time To Talk To Dr. Dr. Kirk Elliott Go To ▶ https://flyovergold.com▶ https://flyovergold.comOr Call 720-605-3900 Or Call 720-605-3900 Bo Polny Bo Polny WEBSITE:: https://bopolny.com/WEBSITE:: https://bopolny.com/YOUTUBE: https://www.youtube.com/@Gold2020Forecast YOUTUBE: https://www.youtube.com/@Gold2020Forecast To receive Bo's slides - text BO to 40509To receive Bo's slides - text BO to 40509(Message and data rates may apply. Terms/privacy: 40509-info.com)(Message and data rates may apply. Terms/privacy: 40509-info.com)--------------------------------------------------------------------------------------

In this episode of The Art of Money, Art McPherson discusses the critical importance of retirement planning, emphasizing the need for individuals to invest time and effort into their financial futures. He highlights the role of financial coaches in helping clients set and achieve their retirement goals, navigate job transitions, and understand the benefits and limitations of annuities. The conversation also touches on the significance of planning for inheritance and long-term care, ensuring that listeners are well-prepared for their financial journeys. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Support the show

The "largest ever" intergenerational wealth transfer is underway in New Zealand, and around the world, as baby boomers begin to pass.

Steve Shultz interviews Robin & Lady Robin Bullock. They discuss the latest intelligence briefing. Connect with Prophet Robin at www.robindbullock.com Connect with Church International at www.churchint.org Thank you for making the always-free Elijah List Ministries possible! Click here to learn how to partner with us: https://ElijahStreams.com/Donate Prefer to donate by mail? Make your check or money order (US Dollars) payable to: “ElijahStreams” and mail it to: ElijahStreams, 525 2nd Ave SW, Suite 629, Albany, OR 97321 USA

How does a woman navigate and succeed in the traditionally male-dominated world of Wall Street? In this episode of The Angel Next Door Podcast, Marcia Dawood welcomes Lori Van Dusen, an inspiring figure in the financial advisory industry. Lori began her career at Lehman Brothers in the late 1980s, where she stood out not only for her quantitative skills but for her early advocacy of client-centered, conflict-free financial advice.With years of experience under her belt, Lori founded her own firm, LVW Advisors, where she continues her mission of empowering clients, and women coming into substantial wealth tend to gravitate toward her. Her book, "Running with Grace," encapsulates her remarkable journey and her commitment to teaching and mentoring others in finance and beyond.Lori and Marcia discuss the upcoming major wealth transfer to women and the importance of education and mentorship in breaking down barriers in the financial world. Through Lori's experiences and insights, listeners are inspired to take control of their financial futures and redefine their relationship with money. To get the latest from Lori Van Dusen, you can follow her below!https://www.linkedin.com/in/lorivandusen/Running with Grace: A Wall Street Insider's Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity -  https://a.co/d/4Y9rYGThttps://lvwadvisors.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn 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/TikTok: https://www.tiktok.com/@marciadawood

Message from Ashley Terradez

Should you sell, rent, or reinvest an inherited property? The right choice could impact your wealth for years to come. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Amelia Misenheimer, a real estate consultant specializing in helping individuals navigate inherited properties. Together, they discuss the challenges, opportunities, and key considerations when deciding whether to keep, sell, or reinvest inherited real estate.In this episode, you will learn:The key financial and emotional factors to consider before making decisions about inherited property.How to evaluate whether a property is a good investment, including assessing rental income, market value, and potential repairs.The differences between passive and active real estate investments—and how to determine which is right for you.The role of property managers, syndications, and self-management in real estate investing.And more!Tune in to gain valuable insights into making informed real estate decisions that align with your financial goals.Resources:Episode Transcript & Blog | www.ameliamisenheimer.com | Connect with Amelia Meisenheimer on Instagram, Facebook, and LinkedIn | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

A Time of Recovery and Wealth Transfer by Love Foundation Christian Center

How do you navigate the changes that come with transferring wealth from one generation to another? What are the challenges and opportunities families have as G2+ starts to share properties and assets?In this conversation, Parere Advisory Founder and Managing Partner Janet Arzt and Managing Director Skye Young share the trends they see across family offices, as well as their advice for creating structure and systems to ease the transition. Tune in to hear what everyone should know about the next generation, how to keep growing families and ever-evolving teams on the same page, and tips for reducing key man risk and preserving historical knowledge. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis.  Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

In this episode Brian and Jeff discuss the great wealth transfer and how to plan for inflation in retirement.

The Puritan poet Anne Bradstreet once wrote, “Wisdom without an inheritance is better than an inheritance without wisdom.” These words are just as relevant today as they were in the 17th century, especially as we approach one of the largest wealth transfers in history.It's estimated that Baby Boomers will pass down as much as $68 trillion to their heirs by 2030. But is the next generation prepared to manage this wealth wisely? Research suggests that many are not. Let's explore what this historic transfer means, the potential challenges, and how families can prepare.Biblical Wisdom on Wealth and InheritanceAnne Bradstreet was undoubtedly inspired by Ecclesiastes 7:11-12, which says:“Wisdom is good with an inheritance, an advantage to those who see the sun. For the protection of wisdom is like the protection of money, and the advantage of knowledge is that wisdom preserves the life of him who has it.”While passing down financial assets is important, passing down financial wisdom is even more crucial. However, research shows that many Boomers are not equipping their heirs with the knowledge needed to manage this wealth effectively.A recent study by investment giant Edward Jones found that:48% of Americans plan to leave an inheritance.50% will leave money and property to their children only.36% will pass down assets to both their children and grandchildren.While these numbers show a strong intention to pass down wealth, the study also revealed some concerning trends:Only 27% of Americans have discussed wealth transfer with their heirs.35% said they don't plan to have that conversation at all.That means millions of Millennials and Gen Z-ers may inherit significant wealth without the financial wisdom needed to steward it well. Experts warn that it is more important than ever for families to discuss wealth transfer and seek professional guidance when necessary.Four Common Approaches to Wealth TransferAlthough this is the largest generational wealth transfer in history, not all heirs will receive as much as they might expect. One major reason for this is increasing life expectancy—Boomers are living longer and consuming more of their assets, particularly due to rising healthcare costs.The Edward Jones study identified four main ways wealth is being transferred:1. Traditional GivingThis is the most common method, where parents pass their wealth—cash, stocks, real estate, and other assets—directly to their children. However, conversations are needed to ensure both generations understand the plan. Parents should also be mindful of using enough assets to maintain their own healthy and secure lifestyle in retirement.2. Giving While LivingRather than waiting until death, some Boomers are helping their children and grandchildren now by:Paying for educationAssisting with a home purchaseCovering major expenses like vacations or medical costsWhile this can be a blessing, it also raises concerns. Some heirs may wonder if there will be anything left for them later. Early conversations about financial plans can help alleviate these concerns and ensure realistic expectations.3. Generational SkippingSome Boomers are choosing to pass wealth directly to their grandchildren instead of their children. This may be done to:Pay for educationHelp start a businessSet up an investment accountA surprising one in four respondents in the Edward Jones study believes their grandchildren will be better stewards of wealth than their children. However, skipping a generation in inheritance can strain family relationships. Open communication is key to ensuring no one feels left out or overlooked.4. No Inheritance LeftSome Millennials and Gen Z-ers may find there is little or nothing left for them to inherit. Longer life spans and increasing costs may require Boomers to use up more of their assets in retirement.Financial experts generally recommend retirees withdraw no more than 4% per year from their retirement savings to preserve their assets. However, that may not always be possible, especially with rising medical expenses.How to Prepare for a Successful Wealth TransferOpen and proactive communication is the key to a smooth and responsible wealth transfer. Here are some steps families can take:1. Have the ConversationBoomers should sit down with their adult children and discuss their financial plans. This conversation should include:An overview of assets and how they will be distributedAny expectations about financial responsibilityA discussion of family values regarding stewardship and generosity2. Hold a Family ConferenceOne conversation may not be enough, as financial situations and family needs evolve over time. Regular discussions—perhaps with the help of a financial advisor—can help keep everyone on the same page.3. Seek Professional GuidanceFor families needing help navigating wealth transfer, a Certified Kingdom Advisor® (CKA®) can provide expert financial planning with a biblical perspective. A CKA® can help structure inheritance plans in a way that honors God and ensures responsible stewardship.4. Instill Biblical Financial WisdomMoney management isn't just about numbers—it's about values. Future heirs need to understand that:God owns everything, and we are stewards of His resources.Managing wealth wisely means providing for family needs.Generosity and giving back to God are part of faithful stewardship.The upcoming wealth transfer is unprecedented, but wealth can quickly be mismanaged or squandered without financial wisdom. The best legacy Boomers can leave is not just money but the knowledge and faith to steward it well.If you need help navigating these discussions, consider working with a Certified Kingdom Advisor®. You can find one at FaithFi.com by clicking “Find a Professional.”By combining wealth with wisdom, we can equip the next generation to handle God's resources faithfully and responsibly.On Today's Program, Rob Answers Listener Questions:My friend's son is in a lot of trouble. His wife recently passed away, leaving him with a mountain of medical bills that he is overwhelmed by. He has moved into depression and is considering bankruptcy. Can you provide any advice or wisdom to help him navigate this situation?I'm concerned about taking $575,000 from a traditional IRA and putting it into a Roth IRA over the course of 5 years. I'm worried about being able to pay the taxes on that. After the 5 years, will I have to pay any more taxes on the money in the Roth IRA, or will it be able to grow tax-free from that point forward?My wife is now in a memory care facility, and I have documentation from her neurologist. Can I get any medical deductions on my taxes with this documentation? Also, I had to sell 40 acres of my farm for $297,000 to help pay for her healthcare. What kind of tax implications can I expect from that sale?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineFAIR Health Consumer | Healthcare BluebookLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

As Baby Boomers age, it’s estimated they’ll leave a tidal wave of wealth to their heirs, perhaps as much as $68 trillion by 2030. But is the next generation ready for that wealth? On today's Faith & Finance Live, Rob West will talk about handling inheritance with wisdom. Then he’ll answer your questions on different financial topics. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Baby Boomers are choosing to retain their wealth longer, which is slowing down the anticipated $80 trillion generational wealth transfer. Today's Stocks & Topics: VITL - Vital Farms Inc., MDT - Medtronic PLC, REPX - Riley Exploration Permian Inc., Market Wrap, Great Wealth Transfer Taking Longer Than Expected, JAAA - Janus Henderson AAA CLO ETF, XHB - SPDR S&P Homebuilders ETF, SFM - Sprouts Farmers Market Inc., Volatility, CGBD - Carlyle Secured Lending Inc., F - Ford Motor Co., AES - AES Corp., Gold.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALK* Check out Indochino: https://indochino.com/INVEST* Check out Kinsta: https://kinsta.com* Check out ShipStation: https://shipstation.com/INVEST* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

This week, Jackie Campbell discusses various aspects of financial planning, focusing on the 60-40 portfolio, retirement strategies for couples, handling buyouts, preparing for wealth transfer, and evaluating retirement plans. She emphasizes the importance of communication in financial relationships and the need for intentional planning to navigate financial decisions effectively. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Martha Underwood discusses the essential role of end-of-life planning and the emotional complexities it entails, sharing the inspiration behind her digital vault service, Prismm. She reflects on her family's immigrant background and how resilience, risk-taking, and a commitment to service shaped her approach to building a platform that helps families organize important documents and information to ensure access in order to facilitate the transfer of wealth after the death of a loved one.  In this conversation, Martha also highlights the importance of personal organization for effective caregiving, the risks of elder abuse in an AI-driven world, and her experience as a woman of color in tech. She underscores the value of support systems in entrepreneurship and shares her thoughts on modern parenting, focusing on open communication and emotional safety within the family. Balancing work and personal life, Martha even reveals some of her personal joys, including her love of dance and Korean soap operas!Episode Links and ResourcesPrismmMartha Underwood, LinkedInMeet Martha Underwood, Bold Journeys Magazine, February 16, 2024Support this podcast by subscribing and reviewing!Music is considered “royalty-free” and discovered on Audio Blocks.Technical Podcast Support by: Jon Keur at Wayfare Recording Co.© 2025 Silver Linings Media LLC. All Rights Reserved.Support this podcast by subscribing and reviewing. Music is considered “royalty-free” and discovered on Audio Blocks. Technical Podcast Support by: Jon Keur at Wayfare Recording Co. © 2025 Silver Linings Media LLC. All Rights Reserved.

Ramp: Now get $250 when you join Ramp at https://ramp.com/ich Oracle: Cut your cloud bill in half—switch to OCI today https://oracle.com/iced Gusto: Try 3 months free at https://gusto.com/iced Raycon: Get Up To 20% Off At https://buyraycon.com/iced/ Subscribe to @DumbMoneyLive Here! Recommended Links From Chris Camillo: X: @chriscamillo Humanoid Accounts ⁦@TheHumanoidHub⁩ (X) @BrighterwithHerbert (YouTube) @humanoid_news (X) @tesla_optimus (X) @apptronik (X) @figure_robot (X) Add us on Instagram: https://www.instagram.com/jlsselby https://www.instagram.com/gpstephan Official Clips Channel: https://www.youtube.com/channel/UCeBQ24VfikOriqSdKtomh0w For sponsorships or business inquiries reach out to: tmatsradio@gmail.com For Podcast Inquiries, please DM @icedcoffeehour on Instagram! Timecodes: 00:00:00 - Intro 00:01:18 - Why investors lose money 00:02:23 - Chris' portfolio today 00:08:35 - How Chris made his money 00:13:18 - Sponsor - Ramp 00:18:21 - First job & big trades 00:25:44 - Sponsor - Oracle 00:30:30 - Best trading day 00:38:00 - Social arbitrage strategy 00:41:59 - Investment advice for viewers 00:49:33 - How long to research arbitrage? 00:58:32 - Robots & wealth transfer 01:06:49 - Sponsor - Gusto 01:08:16 - Sponsor - Raycon 01:09:35 - Biggest misconceptions about humanoid robots 01:11:43 - Downsides of humanoid robots 01:13:15 - Leading humanoid robot companies 01:18:28 - AI/Human relationships 01:28:20 - Eliminating distractions & conflicting advice 01:30:21 - Elon Musk's inaccurate timelines 01:33:03 - Thoughts on Google's quantum chip 01:36:29 - Market effects on robotics thesis 01:39:11 - Future of Bitcoin 01:42:24 - How to follow your path 01:47:25 - Good vs bad investors 01:54:39 - Balancing work & family 02:11:44 - Secret to marriage *Some of the links and other products that appear on this video are from companies which Graham Stephan will earn an affiliate commission or referral bonus. Graham Stephan is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available. Learn more about your ad choices. Visit megaphone.fm/adchoices

As the gender gap in lifespans grows, more baby boomer women are getting the final say in how their family's wealth is allocated. Wall Street Journal reporter Oyin Adedoyin joins host Ariana Aspuru to discuss how women are managing their family's nest eggs differently than their spouses and are now deciding the fate of trillions of dollars.  Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back and Happy New Year! We set 2025 off on the right foot with a Bomb episode! In this episode, I sit down with Chad Peterson, a no-nonsense expert with over 25 years of experience buying and selling businesses. We cut straight to the chase, breaking down why buying businesses is smarter than building them, how to leverage creative financing, and how to capitalize on the $10 trillion wealth transfer happening right now. You know me — I love bringing on guests who are actually doing the work, not just talking about it on social media. Chad's one of those guys. If you've ever thought about buying, selling, or scaling a business, this episode is packed with insights you can't afford to miss!