Family First Retirement

The Great Wealth Transfer: How Millennials and Gen Z Can Prepare for $50 Trillion


Listen Later

The Great Wealth Transfer is happening now. Over $50 trillion is expected to be passed down to Millennials and Gen Z in the next few decades. But are they prepared for this windfall of money?

In this podcast, George Politarhos, founder of Patria Wealth, breaks down the Great Wealth Transfer and how it will impact Millennials and Gen Z. He also discusses the fees that are destroying 401(k) plans and how to avoid them.

For more information or to schedule a consultation, visit www.patriawealth.com 

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

Family First RetirementBy George Politarhos