EPISODE · Jul 22, 2026 · 24 MIN

The Biggest Wealth Transfer in History Is Happening... Are You Prepared?

from The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing · host Josh Jalinski

A historic $93 trillion wealth transfer is underway, but passing on wealth takes more than a will. In this episode, Josh discusses why estate planning, long-term care, trusts, and open family conversations are essential to protecting your legacy. Learn how to prepare your heirs, avoid common planning mistakes, and help ensure your wealth benefits the next generation the way you intend. Can't get enough of The Financial Quarterback? Click ‘Subscribe’ so you never miss a play. If you’re enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

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The Biggest Wealth Transfer in History Is Happening... Are You Prepared?

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This episode was published on July 22, 2026.

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