Today on Wealth, host Brad Smith is joined by Concurrent Wealth Management Founder @ Wealth Advisor Preston Cherry to discuss investing during a market rally.

‘The Happy Inheritor’ author Tom Deans stops by to discuss generational wealth, and conversations to be had around transferring wealth.

Smith is also joined by CardRates.com CFP® and personal finance expert Bobbi Rebell to discuss advanced savings strategies for when you’ve mastered the basics.

Yahoo Finance’s Wealth helps you manage your financial life from retirement planning to preparing your taxes.

 Find this and other episodes of Wealth at https://finance.yahoo.com/videos/series/wealth/.

Thoughts? Questions? Fan mail? Email us at [email protected].

Yahoo Finance's Wealth is hosted by Brad Smith.

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