How to Build Generational Wealth

An episode of the America's Wealth Management Show podcast, hosted by America's Wealth Management Show, titled "How to Build Generational Wealth" was published on September 28, 2023 and runs 24 minutes.

September 28, 2023 ·24m · America's Wealth Management Show

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Episode Description

Did you know that we're in the midst of The Great Wealth Transfer? More than 10,000 Baby Boomers are expected to turn 65 each day between now and 2030. Along with entering retirement, the Baby Boomers are beginning to pass their hard-earned wealth to the next generation. Logan DeGraeve, CFP® and Matt Kasper, CFP® explain why it's critical to understand how to pass down and inherit assets in a tax-efficient manner to effectively build generational wealth.

How to Build Generational Wealth: https://bit.ly/3RDEjav

Tax Rates Sunset in 2026 & Why That Matters: https://bit.ly/48tipga

Retirement Plan Checklist: https://bit.ly/3Zwv9i3

Retirement Savings by Age: https://youtu.be/pKPMTRRCUXw

How to Spend When You First Retire: https://youtu.be/TwvwfamEJpk

Don't Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc

Roth vs. Traditional with Corey Hulstein & Bud Kasper: https://youtu.be/ASEEO30DZfI?si=NOv1LFFrGbAYG_lx

Pros & Cons of Converting to a Roth IRA: https://youtu.be/7T_BaFtK4gg

Life Insurance in Retirement: https://youtu.be/cFWcUe2VADo

Financial Planning in Your 30s & 40s: https://youtu.be/jRbHI3tqlis

Family Financial Planning with Matt Kasper: https://youtu.be/MX0SvvCwnww?si=X9JG-5yduHs-IG99

Financial Planning Tool: https://bit.ly/3PxDnll

Meet with Us: https://bit.ly/45f0cQp

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