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Wealth

Building and Preserving Wealth: Strategies for Baby Boomers

Wealth is often perceived as a measure of financial prosperity and Security, but its definition can vary widely depending on individual perspectives and life stages. For Baby Boomers, wealth encompasses not only financial assets but also stability, security, and the ability to maintain a certain standard of living throughout Retirement. The ideal of the American Dream-home ownership, a stable job, and financial security-is a powerful motivator for the Baby Boomer Generation. This section explores how seniors are building their Legacy through wealth, how they may transfer wealth to the next generation, factors that influence wealth accumulation, and investment strategies that help to preserve the wealth of our elders.

Finance & Investment
Banking
Estate Planning
Fiduciary
Financial Advisor
Financial Independence
Millionaire
Profit
Prosperity
Riches

Wealth Specialists & Contributors

Elliot Kallen Wealth Manager | Registered Principal
Julina Ogilvie Wealth Advisor, Author, Podcast Host
Casey Smith President, Wiser Wealth Management
Pam Krueger Founder of Wealthramp, co-host of Friends Talk Money
Adam Koós Adam D. Koós, CFP®, CMT, CEPA
Adriane Berg Host: The Ageless Traveler Podcast (LifelonegTravel Made Easy) and Generation Bold: The Fountain of Truth About Aging
Alejandra Santos Miss Santos
Alex Schloe Dr. Alex Schloe
Almitra Berry Dr. Berry
Anthony Weaver Podcaster
Carter Wilcoxson Podcaster
Dan Portik Podcaster
David Hadley Stress Less Financial-Retirement Specialist
Diane Randall Whole Living Consultant, Author & Speaker
Drew Blackston CRC® RFC®
Drew Deraney Mindset Mastery Coach (Life Coach with a Twist)
Ed Watters Podcast Host
Elizabeth Bachman Presentation Skills Trainer
Elizabeth Jean Olivia Gagnon Podcaster, Author
Grant Bledsoe Financial Planner to Business Owners
Joe Allaria Certified Financial Planner
John Morley Serial Entrepreneur & Podcast Coach
Laura Rotter Founder and Owner
Lena Armuth Host at Retirement for Real Podcast

Podcasts About Wealth
Women on Wealth, By Women For Women
Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Invest Like a Billionaire
Creating Wealth Simplified
Wealth On Any Income
Worldwise Wealth
Health and Wealth Podcast with Carter & Tim
Dohn The Infinite Wealth Strategist
Financial Tips
Behind The Numbers With Dave Bookbinder
Power of After Show
Cardinal Lessons

Books About Wealth
Building Men
By Jim Tracy
365 Days of Pause & Abundance: Practical Daily Tips & Wisdom
By Kim Groshek
Your Multimillion-Dollar Exit: The Entrepreneur’s Business Success(ion) Planner: A Blueprint for Wealth Guide
By Wayne M. Zell
Cashflow Cookbook – US Edition: $2 Million of Financial Freedom in 60 Easy Recipes
By Gordon Stein
Cashflow Cookbook – Canadian Edition: $2 Million of Financial Freedom in 60 Easy Recipes
By Gordon Stein
Reimagining Retirement: 9 Keys to True Wealth
By Eric J. Weigel
Patient Empowerment 101: More than a book, it’s an adventure!
By Ann M Hester M.D.
The Potent Power of Menopause
By Dawn Bates
Your Wealth-building Years
By Adriane G. Berg
Warning : Dying May be Hazardous to Your Wealth
By Adriane G. Berg
The Money Formula: Change Your Relationship With Money In Seven Steps And 15 Minutes Or Less
By Leslie Juvin-Acker
Re-Branding Yourself After Age 50
By Marva L. Goldsmith

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David Fenton’s Prescription For Democrats: Simplify The Message, Fight Corruption And Build A Movement &Raquo; Fenton Sq 1024X1024 1
Article
David Fenton’s Prescription for Democrats: Simplify the Message, Fight Corruption and Build a Movement

Veteran progressive PR strategist David Fenton says Democrats are guilty of “unilateral disarmament in message war with Republicans. By Bob Gatty Democrats and progressives are bringing policy papers to an information war—and veteran activist and public relations strategist David Fenton says the…

Veteran progressive PR strategist David Fenton says Democrats are guilty of “unilateral disarmament in message war with Republicans. By Bob Gatty Democrats and progressives are bringing policy paper…

Veteran progressive PR strategist David Fenton says Democrats are guilty of “unilateral disarmament in message war with Republicans. By Bob Gatty Democrats and progressives are bringing policy papers to an information war—and veteran activist and public relations strategist David Fenton says they are getting clobbered. After more than 50 years helping progressive causes win public attention and political support, Fenton has a blunt diagnosis: Democrats too often use complicated language, assume good ideas will sell themselves and fail to communicate with the mass audience in a way people c…

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Avatar Of Bob Gatty Bob Gatty July 14, 2026
Why Money Is Emotional - Kate Duffy &Raquo; Behind The Numbers With Dave Bookbinder Oc2525 Custom Custom 1 9Zqqh
Podcast Episode
Why Money is Emotional – Kate Duffy

Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance. In this episode of Behind The Numbers With Dave Bookbinder, Kate Duffy, Senior Vice President and Wealth Advisor at Bryn Mawr …

Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance. In this episode of Behind …

Money is emotional. Every financial decision we make is shaped by experiences, beliefs, fears, and behaviors that have nothing to do with spreadsheets or market performance. In this episode of Behind The Numbers With Dave Bookbinder, Kate Duffy, Senior Vice President and Wealth Advisor at Bryn Mawr Trust, pulls back the curtain on the psychology of wealth. As a Certified Financial Behavior Specialist and co-host of The Planning Perspectives Podcast, Kate explains why clients stall on logically perfect financial plans and explores the profound identity crisis entrepreneurs face when selling a b…

Listen · 28:35
Avatar Of Dave Bookbinder Dave Bookbinder July 14, 2026
412.Legacy Driven Entrepreneurship With Deborah Johnson &Raquo; Power Of After 1400X1400
Podcast Episode
412.Legacy Driven Entrepreneurship with Deborah Johnson

Many people reach mid-career or the halftime of life with a wealth of experience, skills, relationships, and wisdom, yet find themselves asking an important question: "How do I turn all of this into something that truly matters?" Today on the Power of After Show, we're exploring the concept of legac…

Many people reach mid-career or the halftime of life with a wealth of experience, skills, relationships, and wisdom, yet find themselves asking an important question: "How do I turn all of this into s…

Many people reach mid-career or the halftime of life with a wealth of experience, skills, relationships, and wisdom, yet find themselves asking an important question: "How do I turn all of this into something that truly matters?" Today on the Power of After Show, we're exploring the concept of legacy-driven entrepreneurship—building something that goes beyond earning a paycheck or growing a business. It's about leveraging what you've learned over a lifetime to create meaningful impact, serve others, and leave a lasting contribution. Whether through mentoring, consulting, creating content, la…

Listen · 23:57
Avatar Of Deborah Johnson Deborah Johnson July 13, 2026
The Hidden Tax Trap In Your Retirement Plan 📉 #Shorts #Retirementplanning #Longtermcare #Irataxes &Raquo; Card
Podcast Episode
The Hidden Tax Trap in Your Retirement Plan 📉 #Shorts #retirementplanning #LongTermCare #IRATaxes

If you experience a massive financial need in your 80s due to long-term care, relying on your traditional IRA to cover the bill could trigger an unexpected financial nightmare. In this video, we discuss why withdrawing large sums of money from an IRA to pay for elder care comes with a punishing tax…

If you experience a massive financial need in your 80s due to long-term care, relying on your traditional IRA to cover the bill could trigger an unexpected financial nightmare. In this video, we disc…

If you experience a massive financial need in your 80s due to long-term care, relying on your traditional IRA to cover the bill could trigger an unexpected financial nightmare. In this video, we discuss why withdrawing large sums of money from an IRA to pay for elder care comes with a punishing tax implication. Because traditional IRA withdrawals are taxed as ordinary income, you have to over-withdraw just to account for the tax bracket spike and be left with enough net cash to cover your healthcare costs. A far smarter strategy is purchasing long-term care insurance ahead of time. When you …

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Avatar Of Hans Scheil Hans Scheil July 13, 2026
Stop Chasing Scale. Start Building Freedom. &Raquo; Jandg 20Show 20Logo
Podcast Episode
Stop Chasing Scale. Start Building Freedom.

Most entrepreneurs are told the same thing: Grow bigger. Scale faster. Buy more. But what if that's actually the wrong goal? In this conversation, Matt Faircloth shares one of the biggest lessons from decades in business and real estate: success isn't about having the most units, the biggest company…

Most entrepreneurs are told the same thing: Grow bigger. Scale faster. Buy more. But what if that's actually the wrong goal? In this conversation, Matt Faircloth shares one of the biggest lessons from…

Most entrepreneurs are told the same thing: Grow bigger. Scale faster. Buy more. But what if that's actually the wrong goal? In this conversation, Matt Faircloth shares one of the biggest lessons from decades in business and real estate: success isn't about having the most units, the biggest company, or the flashiest lifestyle. It's about building a business that matches the life you actually want. Too many entrepreneurs chase someone else's definition of success, only to discover they've built a business they no longer enjoy. In this clip, you'll learn: • Why bigger isn't always better •…

Listen · 51:38 Watch Now
Avatar Of Gino Barbaro Gino Barbaro July 13, 2026
Inside The Healthcare Heist – Jordan Grumet, Md &Raquo; Retirement Wisdom Podcast Feed Logo
Podcast Episode
Inside The Healthcare Heist – Jordan Grumet, MD

You’ve been asked: “So, what are you going to do all day?” You have an answer. But privately, you admit it’ll cover 2 to 3 hours a day. You deserve a better, richer retirement. Join our next Design Your New Life in Retirement small group program in September. Learn more and sign up today. …

You’ve been asked: “So, what are you going to do all day?” You have an answer. But privately, you admit it’ll cover 2 to 3 hours a day. You deserve a better, richer retirement. Join our next D…

You’ve been asked: “So, what are you going to do all day?” You have an answer. But privately, you admit it’ll cover 2 to 3 hours a day. You deserve a better, richer retirement. Join our next Design Your New Life in Retirement small group program in September. Learn more and sign up today. ________________________ Dr. Jordan Grumet has crafted three books mapping the terrain between money, mortality, and meaning. His new book, The Healthcare Heist, opens with a story he rarely tells. That experience became the seed of a much bigger argument: that insurers, pharmaceutical companies, pr…

Listen · 29:57
Avatar Of Joe Casey Joe Casey July 13, 2026
Community Capital In Action: A Deep Dive Into Last Week'S Successfully Closed Crowdfunding Campaigns &Raquo; Https3A2F2Fsubstack Post Media.s3.Amazonaws.com2Fpublic2Fimages2F3Ebfb8De D0F1 4087 9F99 25738F092128 1563X1563 1
Article
Community Capital in Action: A Deep Dive into Last Week’s Successfully Closed Crowdfunding Campaigns

You can advertise in Superpowers for Good. Click to learn more about our affordable options.The mechanisms of early-stage funding are undergoing a profound shift, moving power from traditional gatekeepers directly into the hands of the crowd. Over the past two weeks, a dynamic and highly diverse coh…

You can advertise in Superpowers for Good. Click to learn more about our affordable options.The mechanisms of early-stage funding are undergoing a profound shift, moving power from traditional gatekee…

You can advertise in Superpowers for Good. Click to learn more about our affordable options.The mechanisms of early-stage funding are undergoing a profound shift, moving power from traditional gatekeepers directly into the hands of the crowd. Over the past two weeks, a dynamic and highly diverse cohort of impact-focused startups and Main Street businesses successfully crossed the finish line, closing their Regulation Crowdfunding (Reg CF) campaigns and finalizing over $1.25 million in retail investments.It is crucial to clarify a mechanical nuance of the industry: these companies did not neces…

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Avatar Of Devin Thorpe Devin Thorpe July 12, 2026
349. Inheriting Money: What To Do First? &Raquo; F5Kwjkbsqg0Kmstr43Cg0Mnmh8K1
Podcast Episode
349. Inheriting Money: What to Do First?

Over the next two decades, an estimated $124 trillion is expected to pass from one generation to the next. For many people, receiving an inheritance can feel overwhelming. The first challenge usually is not deciding how to invest the money. It is knowing what to do next.In this episode of A Wiser Re…

Over the next two decades, an estimated $124 trillion is expected to pass from one generation to the next. For many people, receiving an inheritance can feel overwhelming. The first challenge usually …

Over the next two decades, an estimated $124 trillion is expected to pass from one generation to the next. For many people, receiving an inheritance can feel overwhelming. The first challenge usually is not deciding how to invest the money. It is knowing what to do next.In this episode of A Wiser Retirement® Podcast, we discuss the first steps to take after receiving an inheritance, the common mistakes to avoid, and why it is important to pause before making major financial decisions. An inheritance often comes during a difficult season of grief, family responsibility, and emotional decision-…

Listen · 38:30
Avatar Of Casey Smith Casey Smith July 12, 2026
Ep 106: Shane Seo Hedges Hollywood Risk With Real Estate, Here'S How &Raquo; Lightspeed Investing Podcast Cover 3000X3000
Podcast Episode
Ep 106: Shane Seo Hedges Hollywood Risk With Real Estate, Here's How

Episode 106 with Shane Seo is live, part 2 of our conversation. Shane runs Shane Seo Capital out of Atlanta and he's built something I haven't seen anyone else do, a fund that blends real estate with the film industry, plus a private equity arm on top of that. We got into how he structures it, why m…

Episode 106 with Shane Seo is live, part 2 of our conversation. Shane runs Shane Seo Capital out of Atlanta and he's built something I haven't seen anyone else do, a fund that blends real estate with …

Episode 106 with Shane Seo is live, part 2 of our conversation. Shane runs Shane Seo Capital out of Atlanta and he's built something I haven't seen anyone else do, a fund that blends real estate with the film industry, plus a private equity arm on top of that. We got into how he structures it, why most people investing in movies never actually see a return, and how pairing something stable like real estate with something volatile like film lets him hedge the bet for his investors. He walked me through actual deal breakdowns, minimums, return splits, all of it. If you've ever wondered how Holly…

Listen · 31:07
Avatar Of Philip Jayhawk Chan Philip Jayhawk Chan July 11, 2026
Legacy Driven Entrepreneurship: Turning Experience Into Impact With Deborah Johnson &Raquo; Power Of After 1400X1400
Podcast Episode
Legacy Driven Entrepreneurship: Turning Experience into Impact with Deborah Johnson

Are you at the half-way point of your career wondering what comes next? It is time to shift your focus from simply earning a paycheck to creating a lasting impact through legacy-driven entrepreneurship. In this episode of the Power of After Show, Deborah Johnson explores how to leverage your skills,…

Are you at the half-way point of your career wondering what comes next? It is time to shift your focus from simply earning a paycheck to creating a lasting impact through legacy-driven entrepreneurshi…

Are you at the half-way point of your career wondering what comes next? It is time to shift your focus from simply earning a paycheck to creating a lasting impact through legacy-driven entrepreneurship. In this episode of the Power of After Show, Deborah Johnson explores how to leverage your skills, wisdom, and relationships to build a life of significance. Many professionals reach mid-career with a wealth of experience but lack a clear roadmap for their next chapter. We dive into the heart of what it means to be a legacy-driven entrepreneur, which is the practice of building a business that …

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Avatar Of Deborah Johnson Deborah Johnson July 11, 2026
You'Ve Muted Your Hidden Talent &Raquo; Making 20Change 20With 20Your 20Money
Podcast Episode
You've Muted Your Hidden Talent

Imagine growing up as one of seven children, watching your mother stretch every dollar until it couldn't stretch any further—and still somehow never making you feel poor. She would hand down clothes to the next sibling and simply say, "If it's still good, you wear it." No apology. No shame. Just w…

Imagine growing up as one of seven children, watching your mother stretch every dollar until it couldn't stretch any further—and still somehow never making you feel poor. She would hand down clothes…

Imagine growing up as one of seven children, watching your mother stretch every dollar until it couldn't stretch any further—and still somehow never making you feel poor. She would hand down clothes to the next sibling and simply say, "If it's still good, you wear it." No apology. No shame. Just wisdom.At some point you've probably asked yourself: What is my money actually for? Am I working to build wealth—or to build a life that matters? And what happened to the talents and passions I convinced myself I didn't have time to pursue?Those are the questions Sairan Aqrawi helps women answer.Bo…

Listen · 46:53
Avatar Of Laura Rotter Laura Rotter July 11, 2026
Legacy Driven Entrepreneurship &Raquo; Legacy Driven Entrepreneurship Deborah Johnson 150X150 1
Article
Legacy Driven Entrepreneurship

Many people spend the first half of life building careers, raising families, paying bills, and pursuing opportunities. Yet at some point the questions begin to change. Instead of asking, “How can I earn more?” people begin asking, “How can I make a greater impact?” This shift is the heart of…

Many people spend the first half of life building careers, raising families, paying bills, and pursuing opportunities. Yet at some point the questions begin to change. Instead of asking, “How can I …

Many people spend the first half of life building careers, raising families, paying bills, and pursuing opportunities. Yet at some point the questions begin to change. Instead of asking, “How can I earn more?” people begin asking, “How can I make a greater impact?” This shift is the heart of legacy-driven entrepreneurship. My parents were always generous, even though we didn’t have a lot of extras growing up. I specifically remember a young woman who came to live with us for several months. At the time, I thought she simply needed a place to stay. It wasn't until after she left that …

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Avatar Of Deborah Johnson Deborah Johnson July 11, 2026
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