The Great Wealth Transfer is coming – and it’s going to be big. 

In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to talk about about the tens of trillions of dollars set to move from Boomers to younger generations over the next two decades. 

That’s not just an economic shift – it’s an investment opportunity. 

We dig into what it means for markets, what younger investors might do differently, and how you can position your portfolio to benefit – inheritance or not.

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