In this episode, Lance welcomes Rachel Darivoff, Brand Strategy Director at Design Bridge and Partners, to explore the Great Wealth Transfer—an $84 trillion shift from Baby Boomers to Gen Z and Millennials. She explains how this massive financial transition is driving younger generations away from traditional financial institutions toward digital-first experiences and personalized financial solutions. Rachel debunks common misconceptions about the Great Wealth Transfer and highlights how younger investors are building wealth through alternative investments and financial platforms like Robinhood and Coinbase.

Rachel also examines the evolving financial priorities of younger consumers, emphasizing the rise of female financial empowerment and the growing need for financial literacy. She discusses how brands can play a crucial role in educating consumers, particularly on diversification and responsible investment strategies. Additionally, she shares key advice for new financial brands, stressing the importance of trust, security, and authentic engagement. Tune in for actionable insights on the future of financial branding and the shifting dynamics of wealth!

 

Topics Include:

• The Coming Great Wealth Transfer
• Wealth Building Strategies for Younger Generations
• The Female Wealth Boom and Financial Literacy
• The Role of Brands in Financial Education
• Rachel’s Advice for New Financial Brands

 

Resources Mentioned in This Episode:

Design Bridge and Partners 

Robinhood 

Coinbase

Fidelity Investments 

Cash App

Chime 

Ellevest

SoFi

 

Connect with Rachel: 

Website

LinkedIn

Instagram

X

 

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Visit Us: Planet Wealth Website

 

Produced By: Social Chameleon