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The Wealth Transfer Podcast

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Content provided by Matt Templeton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Templeton 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.
As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financial legacy to the next generation. We look at accessible strategies for the every day man and advanced planning for the ultrawealthy. We talk to advisors, attorneys, planners, and prognosticators to dig up how you can protect your estate and have the most for future generations.
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3 episodes

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The Wealth Transfer Podcast

updated

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Manage series 3649343
Content provided by Matt Templeton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Templeton 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.
As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financial legacy to the next generation. We look at accessible strategies for the every day man and advanced planning for the ultrawealthy. We talk to advisors, attorneys, planners, and prognosticators to dig up how you can protect your estate and have the most for future generations.
  continue reading

3 episodes

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