S3_E38 Women, Wealth & the Great Inheritance Boom

Australia is on the brink of the largest intergenerational wealth transfer ever. Between $3.8 and $5 trillion will move from boomers to the next generation. Women will inherit 65% of it. In this episode of My Happy Money Journey, Phoebe dives into the realities of inheritance: Why women inherit more, later in life How divorce, blended families, and “the eldest daughter effect” complicate things The sandwich generation’s struggle caring for parents while still supporting kids The rise of the Bank of Mum and Dad and the risks of living inheritances Why open conversations prevent conflict and even elder abuse The tax traps you need to know about (CGT, super, property sales) Why testamentary trusts aren’t just for the rich And how to find the right financial adviser in a shrinking market Phoebe shares stats, stories, and strategies to help women not just receive money but truly own it. Sponsor: This episode is brought to you by Entourage Finance & Property: helping Australians grow wealth through property, lending, and advice. Forest Superfoods Download your FREE spend cleanse calendar HERE