Kelly Advisor Podcast

Episode 22: Will $70 Trillion in Generational Wealth Transfer Occur, as Predicted?


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  1. Demographics is destiny. Shifts in demographic power will be seismic.
  2. Will poor savings, healthcare costs, looming Social Security challenges, and high debt loads absorb much of the great transfer?
  3. With so much change over the horizon, the retirement planning space will radically change.
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Kelly Advisor PodcastBy Jim Freeman

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