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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
Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Invest Like a Billionaire
Women on Wealth, By Women For Women
Creating Wealth Simplified
Wealth On Any Income
Worldwise Wealth
Health and Wealth Podcast with Carter & Tim
Dohn The Infinite Wealth Strategist
Financial Tips
Check Your Balances
The Everyday Millionaire and Mindset Matters Podcast
Behind The Numbers With Dave Bookbinder

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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Financial Readiness: The Insurance Mistakes, Scam Red Flags, And Planning Gaps Most Families Overlook &Raquo; Black Suit Smile Close Up Headshot
Article
Financial Readiness: The Insurance Mistakes, Scam Red Flags, and Planning Gaps Most Families Overlook

Most people think financial planning is primarily about growing wealth. While that’s certainly part of the equation, some of the biggest threats to a family’s long-term financial success have very little to do with investment returns. A disability. An underfunded insurance policy. An outdated be…

Most people think financial planning is primarily about growing wealth. While that’s certainly part of the equation, some of the biggest threats to a family’s long-term financial success have very…

Most people think financial planning is primarily about growing wealth. While that’s certainly part of the equation, some of the biggest threats to a family’s long-term financial success have very little to do with investment returns. A disability. An underfunded insurance policy. An outdated beneficiary designation. A successful scam. A spouse who suddenly needs access to financial accounts but… Source

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Avatar Of Adam Koós Adam Koós June 24, 2026
Turn Your Savings Into Retirement Income With This Simple Rule &Raquo; 11965328 1734964663237 96E9B4038A757
Podcast Episode
Turn Your Savings Into Retirement Income With This Simple Rule

Turn Your Savings Into Retirement Income With This Simple RuleIn this video, I explain the Rule of 1000, a simple way to estimate the monthly retirement income your nest egg may be able to provide. Whether you have $250,000, $500,000, $1 million, or more saved, this rule can help you quickly determi…

Turn Your Savings Into Retirement Income With This Simple RuleIn this video, I explain the Rule of 1000, a simple way to estimate the monthly retirement income your nest egg may be able to provide. Wh…

Turn Your Savings Into Retirement Income With This Simple RuleIn this video, I explain the Rule of 1000, a simple way to estimate the monthly retirement income your nest egg may be able to provide. Whether you have $250,000, $500,000, $1 million, or more saved, this rule can help you quickly determine if you're on track for the retirement lifestyle you want.**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **❌ **Please make sure you talk with your CPA, Financial Advi…

Listen · 14:28
Avatar Of Drew Blackston Drew Blackston June 24, 2026
Turn Your Savings Into Retirement Income With This Simple Rule &Raquo; 11965328 1734964663237 96E9B4038A757
Podcast Episode
Turn Your Savings Into Retirement Income With This Simple Rule

Turn Your Savings Into Retirement Income With This Simple RuleIn this video, I explain the Rule of 1000, a simple way to estimate the monthly retirement income your nest egg may be able to provide. Whether you have $250,000, $500,000, $1 million, or more saved, this rule can help you quickly determi…

Turn Your Savings Into Retirement Income With This Simple RuleIn this video, I explain the Rule of 1000, a simple way to estimate the monthly retirement income your nest egg may be able to provide. Wh…

Turn Your Savings Into Retirement Income With This Simple RuleIn this video, I explain the Rule of 1000, a simple way to estimate the monthly retirement income your nest egg may be able to provide. Whether you have $250,000, $500,000, $1 million, or more saved, this rule can help you quickly determine if you're on track for the retirement lifestyle you want.**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **❌ **Please make sure you talk with your CPA, Financial Advi…

Listen · 14:28
Avatar Of Drew Blackston Drew Blackston June 24, 2026
Should You Consider A Franchise? With Jon Ostenson &Raquo; A0D98Qsi5Tcwaa8Fy2Wilu4Hcjgv 1
Podcast Episode
Should You Consider a Franchise? with Jon Ostenson

Corporate America isn't the only path to building wealth, but starting a business from scratch can feel like jumping without a parachute. This week, we sit down with top non-food franchise consultant and investor Jon Ostenson to explore a powerful alternative. If you think franchising is limite…

Corporate America isn't the only path to building wealth, but starting a business from scratch can feel like jumping without a parachute. This week, we sit down with top non-food franchise consul…

Corporate America isn't the only path to building wealth, but starting a business from scratch can feel like jumping without a parachute. This week, we sit down with top non-food franchise consultant and investor Jon Ostenson to explore a powerful alternative. If you think franchising is limited to fast-food burgers, think again. Jon breaks down why some of the best opportunities actually lie in "boring" boutique industries like home services, insulation, and health and wellness.We pull back the curtain on who is the right candidate for franchise ownership, and who should stay away. Wheth…

Listen · 26:57
Avatar Of Daniel Messeca Daniel Messeca June 23, 2026
Episode #248 – The Real Reason Most Entrepreneurs Never Feel Wealthy With Garrett Gunderson &Raquo; 6Bdeec4D Befd 4788 A55D B33277C88513 Avatars 000293602030 U3Thc7 Original
Podcast Episode
Episode #248 – The Real Reason Most Entrepreneurs Never Feel Wealthy with Garrett Gunderson

In this episode of The Everyday Millionaire Podcast, host Patrick Francey sits down with entrepreneur, author, speaker, financial strategist, and comedian Garrett Gunderson for a wide-ranging conversation about wealth, legacy, purpose, and what money is really meant to do.Garrett explains that his w…

In this episode of The Everyday Millionaire Podcast, host Patrick Francey sits down with entrepreneur, author, speaker, financial strategist, and comedian Garrett Gunderson for a wide-ranging conversa…

In this episode of The Everyday Millionaire Podcast, host Patrick Francey sits down with entrepreneur, author, speaker, financial strategist, and comedian Garrett Gunderson for a wide-ranging conversation about wealth, legacy, purpose, and what money is really meant to do.Garrett explains that his work focuses on helping entrepreneurs keep more of what they earn by reducing unnecessary taxes, interest, investment fees, and inefficient insurance structures. Rather than treating money as the ultimate goal, he challenges listeners to ask a deeper question: what is the money actually for?The conve…

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Avatar Of Patrick Francey Patrick Francey June 23, 2026
How To Turn Words Into Wealth: The Neuroscience Of 27X Storytelling - Aurora Winter &Raquo; Behind The Numbers With Dave Bookbinder Oc2525 Custom Custom 1 9Zqqh
Podcast Episode
How to Turn Words into Wealth: The Neuroscience of 27X Storytelling – Aurora Winter

How do you cut through the noise when text is cheap, AI is everywhere, and human attention spans are shorter than ever? In this episode, host Dave Bookbinder sits down with Aurora Winter - former Hollywood TV executive, serial seven-figure entrepreneur, and founder of Same Page Publishing - to crack…

How do you cut through the noise when text is cheap, AI is everywhere, and human attention spans are shorter than ever? In this episode, host Dave Bookbinder sits down with Aurora Winter - former Holl…

How do you cut through the noise when text is cheap, AI is everywhere, and human attention spans are shorter than ever? In this episode, host Dave Bookbinder sits down with Aurora Winter - former Hollywood TV executive, serial seven-figure entrepreneur, and founder of Same Page Publishing - to crack the code on persuasive communication. Aurora bridges the gap between Hollywood storytelling and Silicon Valley business metrics, breaking down the exact neuroscience required to trigger action, command authority, and scale your business revenue. Whether you are an entrepreneur, executive, or aspiri…

Listen · 34:27
Avatar Of Dave Bookbinder Dave Bookbinder June 23, 2026
Beyond Roth Conversions: The 7 Pieces Of A Complete Financial Plan &Raquo; Card
Podcast Episode
Beyond Roth Conversions: The 7 Pieces of a Complete Financial Plan

When people hear about the tax benefits of a Roth conversion, they often think it’s the ultimate, all-in-one retirement strategy. But is a Roth conversion your whole plan? While converting tax-deferred assets into a tax-free vehicle can be a powerful wealth management tool, a truly secure retirem…

When people hear about the tax benefits of a Roth conversion, they often think it’s the ultimate, all-in-one retirement strategy. But is a Roth conversion your whole plan? While converting tax-defe…

When people hear about the tax benefits of a Roth conversion, they often think it’s the ultimate, all-in-one retirement strategy. But is a Roth conversion your whole plan? While converting tax-deferred assets into a tax-free vehicle can be a powerful wealth management tool, a truly secure retirement requires a much broader focus. A single strategy cannot address the complexities of your long-term financial future. A comprehensive financial plan shouldn't just look at one piece of the puzzle. Instead, it must systematically evaluate and integrate several core pillars of financial health to …

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Avatar Of Hans Scheil Hans Scheil June 22, 2026
The Real Reason Your Business Can'T Scale &Raquo; Jandg 20Show 20Logo
Podcast Episode
The Real Reason Your Business Can't Scale

Most entrepreneurs don't have a revenue problem—they have a delegation problem. In this episode,, entrepreneur and business coach Justin Lund explains why so many founders become prisoners in the businesses they worked so hard to build. The same hustle that helped you get started can become the ve…

Most entrepreneurs don't have a revenue problem—they have a delegation problem. In this episode,, entrepreneur and business coach Justin Lund explains why so many founders become prisoners in the bu…

Most entrepreneurs don't have a revenue problem—they have a delegation problem. In this episode,, entrepreneur and business coach Justin Lund explains why so many founders become prisoners in the businesses they worked so hard to build. The same hustle that helped you get started can become the very thing preventing you from reaching the next level. Justin shares the concept of the "Delegation Priority Pyramid," a practical framework designed to help business owners reclaim their time, build systems, and create a company that doesn't depend entirely on them. If you've ever felt overwhelmed, …

Listen · 57:38 Watch Now
Avatar Of Gino Barbaro Gino Barbaro June 22, 2026
Design For Optionality: Rethink Retirement – Pam Krueger &Raquo; Retirement Wisdom Podcast Feed Logo
Podcast Episode
Design for Optionality: Rethink Retirement – Pam Krueger

The first half of 2026 is ending. But there’s another whole half of the year ahead. Remember your New Year’s resolutions? A fading memory, but there are aspirations in them that you can bring to life in the second half. Join me for a free 60-minute FREE small group workshop on how to apply Stanf…

The first half of 2026 is ending. But there’s another whole half of the year ahead. Remember your New Year’s resolutions? A fading memory, but there are aspirations in them that you can bring to l…

The first half of 2026 is ending. But there’s another whole half of the year ahead. Remember your New Year’s resolutions? A fading memory, but there are aspirations in them that you can bring to life in the second half. Join me for a free 60-minute FREE small group workshop on how to apply Stanford’s BJ Fogg’s 3-step habits process to three things you’d like to start in the second half of 2026. July 1st | 12:00 Eastern | Zoom Sign up here _______________________ Let’s face it. We spend years preparing for a career and almost no time preparing for the decades that follow. In this ep…

Listen · 43:18
Avatar Of Joe Casey Joe Casey June 22, 2026
The Evolution Of Community Capital: Analyzing The Latest Wave Of Impact Crowdfunding Successes &Raquo; Https3A2F2Fsubstack Post Media.s3.Amazonaws.com2Fpublic2Fimages2F3Ebfb8De D0F1 4087 9F99 25738F092128 1563X1563 2
Article
The Evolution of Community Capital: Analyzing the Latest Wave of Impact Crowdfunding Successes

You can advertise in Superpowers for Good. Click to learn more about our affordable options.The landscape of Regulation Crowdfunding (Reg CF) continues to mature, proving that retail investors are not just looking for financial returns—they are actively seeking to fund the future they want to live…

You can advertise in Superpowers for Good. Click to learn more about our affordable options.The landscape of Regulation Crowdfunding (Reg CF) continues to mature, proving that retail investors are not…

You can advertise in Superpowers for Good. Click to learn more about our affordable options.The landscape of Regulation Crowdfunding (Reg CF) continues to mature, proving that retail investors are not just looking for financial returns—they are actively seeking to fund the future they want to live in. Over the past two weeks, we have witnessed the successful closure of eight distinct impact-driven campaigns.It is important to clarify that these companies did not necessarily raise all of their capital during the past two weeks; rather, they successfully completed and closed their crowdfunding…

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Avatar Of Devin Thorpe Devin Thorpe June 21, 2026
346. Estate Planning Coordination: How Your Attorney, Cpa, &Amp; Financial Advisor Work Together &Raquo; F5Kwjkbsqg0Kmstr43Cg0Mnmh8K1
Podcast Episode
346. Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work Together

For an estate plan to work in real life, your legal documents, account titles, beneficiary designations, tax strategy, and broader financial plan all need to align. That is why coordination between your estate planning attorney, CPA, and financial advisor matters.In this episode of the A Wiser Retir…

For an estate plan to work in real life, your legal documents, account titles, beneficiary designations, tax strategy, and broader financial plan all need to align. That is why coordination between yo…

For an estate plan to work in real life, your legal documents, account titles, beneficiary designations, tax strategy, and broader financial plan all need to align. That is why coordination between your estate planning attorney, CPA, and financial advisor matters.In this episode of the A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® sits down with Estate Planning Attorney Arun Gupta of AG Law, and Jordan Gary, CPA of Jones & Kolb to talk about why estate planning isn't a solo effort, and what happens when your professional team actually work…

Listen · 46:36
Avatar Of Casey Smith Casey Smith June 21, 2026
Relieve Your Low Back Pain In 2 Minutes | Ep 276 &Raquo; Qm8D848L7Zbvfvardxotn6H7
Podcast Episode
Relieve Your Low Back Pain in 2 Minutes | Ep 276

✨ In this eye-opening episode, Dr. Helene Bertrand shares how 37 years of low back pain led her to uncover a physical cause that many people have never heard of.💚 Melissa and Helene talk about pelvic alignment, sacroiliac joints, simple exercises, pain relief, and why surgery is not always the …

✨ In this eye-opening episode, Dr. Helene Bertrand shares how 37 years of low back pain led her to uncover a physical cause that many people have never heard of.💚 Melissa and Helene talk about pe…

✨ In this eye-opening episode, Dr. Helene Bertrand shares how 37 years of low back pain led her to uncover a physical cause that many people have never heard of.💚 Melissa and Helene talk about pelvic alignment, sacroiliac joints, simple exercises, pain relief, and why surgery is not always the only path forward.🌿 Helene also shares the story behind QR Cream and her mission to give people effective tools for pain relief that are accessible and practical.🔥 A powerful episode for anyone living with low back pain or searching for new options to support healing.NOTE: Dr Helene’s QR Cre…

Listen · 23:20
Avatar Of Melissa Deally Melissa Deally June 20, 2026
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