The Great Wealth Transfer: Plan Your Legacy | A Smarter Way to Retire Ep. 32

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Join Tony Leonardi, CFP®, author of A Smarter Way to Retire,as he dives into the great wealth transfer—$84 trillion moving to younger generations by 2045. Learn how to plan your legacy with trusts, gifting, GRATs,QCDs, and more, using MoneyGuidePro to help ensure your retirement stays secure. Book a complimentary assessment at[LeonardiFamilyWealthcare.com](https://LeonardiFamilyWealthcare.com/?utm_source=podcast&utm_medium=youtube)and grab our 2025 Wealth Transfer Checklist. Subscribe for weekly retirementtips! #WealthTransfer #RetirementPlanning #CFP Tags: wealth transfer, legacy planning, retirement planning,MoneyGuidePro, trusts, gifting strategies, GRAT, QCD, donor-advised funds,family limited partnerships, CFP professional, high-net-worth retirement

Episode metadata supplied by the publisher feed · Published Sep 5, 2025

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The Great Wealth Transfer: Plan Your Legacy | A Smarter Way to Retire Ep. 32

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This episode is 15 minutes long.

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This episode was published on September 5, 2025.

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