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The Great Wealth Transfer will pass on 84 TRILLION dollars in the next 20 years: will you build generational wealth or be unprepared?

EPISODE · Nov 14, 2024 · 57 MIN

The Great Wealth Transfer will pass on 84 TRILLION dollars in the next 20 years: will you build generational wealth or be unprepared?

from 15 Minutes of Finance · host James Walters, CIMA®, CRPC® and Brandon West, CPA

Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about one of the most important market factors in recent history: the upcoming "Great Wealth Transfer" that will pass over 80 TRILLION dollars to younger generations. Statistics say most people are not prepared to effectively manage a financial windfall. Learn how to be prepared so you can avoid the common pitfalls of inheritors.

What this episode covers

Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about one of the most important market factors in recent history: the upcoming "Great Wealth Transfer" that will pass over 80 TRILLION dollars to younger generations. Statistics say most people are not prepared to effectively manage a financial windfall. Learn how to be prepared so you can avoid the common pitfalls of inheritors.

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The Great Wealth Transfer will pass on 84 TRILLION dollars in the next 20 years: will you build generational wealth or be unprepared?

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How long is this episode of 15 Minutes of Finance?

This episode is 57 minutes long.

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This episode was published on November 14, 2024.

What is this episode about?

Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about one of the most important market factors in...

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