EPISODE · Aug 8, 2024 · 45 MIN
The Great Wealth Transfer: Surprising 2024 Trends and Future Impacts
from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The Great Wealth Transfer is unfolding in surprising ways, significantly affecting millennials and Gen Z. Key trends include delayed inheritances and shifting expectations around wealth distribution. How will these changes impact on your financial planning and future wealth opportunities? Today's Stocks & Topics: IOSP - Innospec Inc., Market Wrap, NXT - Nextracker Inc., IMNN - Imunon Inc., The Great Wealth Transfer: Surprising 2024 Trends and Future Impacts, 401/457 Plans, The Insurance Industry vs. Retirement Savings, LUMN - Lumen Technologies Inc., LSTR - Landstar System Inc., MATX - Matson Inc., AMAT - Applied Materials Inc., Is the US Heading into Recession?Our Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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The Great Wealth Transfer: Surprising 2024 Trends and Future Impacts
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