EPISODE · Apr 9, 2024 · 25 MIN
Perspectives S36/Ep 19 Why is it so hard to talk about death and money?
from Perspectives with Condace Pressley
More than a third of Americans (35%) do not plan on discussing the transfer of wealth with their families, according to new research from Edward Jones. Despite this, nearly half of Americans (48%) plan to leave an inheritance. This is all part of the Great Wealth Transfer, when Baby Boomers and the Silent Generation will pass down an estimated $84.4 trillion in assets through 2045. Talking about inheritance can be uncomfortable and nearly impossible to separate emotions from financial decisions, but experts say it’s critical for family harmony. Olivia Ewing with Edward Jones is my guest to discuss why these conversations are critical now, more than ever.
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Perspectives S36/Ep 19 Why is it so hard to talk about death and money?
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