In this episode, Wade discusses the transfer of wealth from baby boomers to millennials, highlighting the importance of efficient asset transfer and financial education. He talks about utilizing whole life insurance and emphasizes empowering heirs for long-term success. Join him as he navigates the complexities of wealth transfer and legacy building.

Episode Highlights 00:39 How money will be transferred across generations 01:42 The importance of transferring wealth efficiently and ensuring children and beneficiaries are better off 03:23 Common approach to money-saving and asset depletion for transfer to the next generation 04:43 The benefits and guarantees of life insurance 07:04 Value of financial education for children 09:44 Help and potential resources for family financial planning and education 10:23 Why you need to be open-minded about different financial strategies

 

Episode Resources

• Connect with Wade Borth
• https://www.sagewealthstrategy.com/
• [email protected]