Have you heard people talking about The Great Wealth Transfer and wondered what they were talking about? Do you feel like something’s missing from the conversation?
Dive into today’s episode for a quick summary of what’s happening and what no one’s talking about.
Links from today’s episode:
What is the “great wealth transfer,” and who’ll benefit from it? | Marketplace | December 2024
https://www.marketplace.org/2024/12/12/what-is-the-great-wealth-transfer-and-inheritance-millenials-gen-z/
The Great Inequality Transfer, Urban Institute, 2024
https://www.urban.org/sites/default/files/2024-10/The_Great_Inequality_Transfer.pdf
Why the Great Wealth Transfer Is Making History for Women and Wealth | Ellevest | January 2024
https://www.ellevest.com/magazine/investing/great-wealth-transfer
ICYMI another episode you might enjoy:
Episode#155 How Gen Z Thinks about Investing
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