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EPISODE · Mar 21, 2024 · 41 MIN

The Great Wealth Transfer

from Simply Financial with Kevin Wray · host Kevin Wray

The Great Wealth Transfer refers to the trillions of dollars that will pass to younger generations as Baby Boomers die and leave inheritances to their kids and grandkids over the next 20 years. Experts disagree on how much money this will be…some say $40 trillion will change hands; others say closer to $100 trillion. But no matter how you slice it, it’s a lot of money. Let’s discuss how people should be planning accordingly…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Episode metadata supplied by the publisher feed · Published Mar 21, 2024

What this episode covers

The Great Wealth Transfer refers to the trillions of dollars that will pass to younger generations as Baby Boomers die and leave inheritances to their kids and grandkids over the next 20 years. Experts disagree on how much money this will be…some say $40 trillion will change hands; others say closer to $100 trillion. But no matter how you slice it, it’s a lot of money. Let’s discuss how people should be planning accordingly…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

PodParley-generated summary based on available episode metadata and transcript content.

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Frequently Asked Questions

How long is this episode of Simply Financial with Kevin Wray?

This episode is 41 minutes long.

When was this Simply Financial with Kevin Wray episode published?

This episode was published on March 21, 2024.

What is this episode about?

The Great Wealth Transfer refers to the trillions of dollars that will pass to younger generations as Baby Boomers die and leave inheritances to their kids and grandkids over the next 20 years. Experts disagree on how much money this will be…some...

Can I download this Simply Financial with Kevin Wray episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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