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The Great Wealth Transfer Is Coming: Are You Ready?

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Manage episode 490352479 series 3485705
Content provided by Johnson Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of the Your Money Your Mission podcast, host Kelly Mould, along with Anne Tidmore, SVP Wealth Advisor and Meg Marciniak, VP Private Banking, delve into the massive wealth transfer expected over the next decade, estimated at $80 trillion. They highlight the importance of financial education and working with financial advisors to help the younger generation, particularly women, navigate this transition. The episode also emphasizes the shift towards “giving while living” and the critical role of open communication and comprehensive planning in preserving family values and unity.

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 490352479 series 3485705
Content provided by Johnson Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Johnson Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of the Your Money Your Mission podcast, host Kelly Mould, along with Anne Tidmore, SVP Wealth Advisor and Meg Marciniak, VP Private Banking, delve into the massive wealth transfer expected over the next decade, estimated at $80 trillion. They highlight the importance of financial education and working with financial advisors to help the younger generation, particularly women, navigate this transition. The episode also emphasizes the shift towards “giving while living” and the critical role of open communication and comprehensive planning in preserving family values and unity.

  continue reading

31 episodes

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