082: The Great Wealth Transfer: Trillions Shifting Hands – 2026 and Beyond

In this episode we are going to talk about what's happening right now with family wealth. You've probably heard the headlines - the Great Wealth Transfer, trillions of dollars passing from one generation to the next. But today, I want to pull back the curtain and talk about it like it's happening in your living room, because for so many of us, it is.