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Have 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 2024

https://www.marketplace.org/2024/12/12/what-is-the-great-wealth-transfer-and-inheritance-millenials-gen-z/

The Great Inequality Transfer, Urban Institute, 2024

https://www.urban.org/sites/default/files/2024-10/The_Great_Inequality_Transfer.pdf

Why the Great Wealth Transfer Is Making History for Women and Wealth | Ellevest | January 2024

https://www.ellevest.com/magazine/investing/great-wealth-transfer 

ICYMI another episode you might enjoy:

Episode#155 How Gen Z Thinks about Investing

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