The Great Wealth Transfer
Money Mentors
English - February 22, 2024 21:16 - 7 minutes - 10.7 MB - ★★★★★ - 1 ratingInvesting Business Education financialadvisor investmentservices retirementplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Retirement Shouldn't Mean Having to Take a Pay Cut
Next Episode: Wait...I Pay Taxes on My Social Security Benefits?!
An astounding number of assets will change hands over the next two decades - nearly $73 trillion will be passed from baby boomers to younger generations. If that's a priority for you & your family, how do you avoid pitfalls like higher taxes for your heirs - or family disputes? Gary & Gerald dive into this tricky topic on this week's episode. Need help with your family's plan? Find more resources at www.MattsonFinancial.com.