The Baby Boomer Generation alongside the wealth of the Silent Generation are projected to transfer $84 trillion to their heirs by 2045. The majority of this wealth is expected to go to Generation X, Millennials and Generation Z. Because of this great wealth transfer, Millennials are on track to become the richest generation in our history. Navigating the complexities of wealth transfer can be daunting. Our Experts in this area of the site, delve into the various strategies Baby Boomers can utilize to ensure a smooth, tax-efficient wealth transfer, covering topics such as Estate planning, creation of trusts, and gifting allowances.
This isn’t just about wealthy families. Middle-class families are also participating in this shift, especially those with property and Pension savings. While ultra-high-net-worth families may dominate the headlines, millions of everyday families are involved in this quiet but impactful transition. As we stand on the brink of this unprecedented shift of wealth, one thing is clear: the way we handle this transfer will shape the future for generations to come.
What do a baby sleep mask, a detail van, and a print-on-demand candle have in common?
They're all quietly generating serious income for real people — and in this episode, we dig into the numbers behind six of the most interesting side hustle stories making the rounds right now.
I'm joined by Cody …
What do a baby sleep mask, a detail van, and a print-on-demand candle have in common?
They're all quietly generating serious income for real people — and in this episode, we dig into the numbers beh…
What do a baby sleep mask, a detail van, and a print-on-demand candle have in common?
They're all quietly generating serious income for real people — and in this episode, we dig into the numbers behind six of the most interesting side hustle stories making the rounds right now.
I'm joined by Cody Berman — co-host of The FI Show and author of Retire by 30: How to Build Wealth, Gain Freedom, and Live Life on Your Own Terms — for a roundtable breakdown of the latest Side Hustle Headlines. Each story comes with real numbers, honest reactions, and ideas for how the same model might work in…
Almost sixty percent of Michelle Puccinelli's virtual assistant students are empty nesters. She didn't design it that way. They just kept showing up.Michelle runs Virtual Work Studio, a marketing agency with a training program that prepares women to work as specialized virtual assistants. When she b…
Almost sixty percent of Michelle Puccinelli's virtual assistant students are empty nesters. She didn't design it that way. They just kept showing up.Michelle runs Virtual Work Studio, a marketing agen…
Almost sixty percent of Michelle Puccinelli's virtual assistant students are empty nesters. She didn't design it that way. They just kept showing up.Michelle runs Virtual Work Studio, a marketing agency with a training program that prepares women to work as specialized virtual assistants. When she built the program, she was thinking career changers and moms returning to the workforce. What she found was a wave of empty nesters who wanted flexible work, on their own terms, without the grind they'd left behind.The episode gets into what virtual assistant work actually looks like, what skills tra…
What if the blueprint for building wealth hasn't changed in over 5,000 years?
In this episode, Gino Barbaro breaks down the timeless principles from one of the most influential personal finance books ever written: The Richest Man in Babylon.
While most people believe wealth creation is complicated, …
What if the blueprint for building wealth hasn't changed in over 5,000 years?
In this episode, Gino Barbaro breaks down the timeless principles from one of the most influential personal finance books …
What if the blueprint for building wealth hasn't changed in over 5,000 years?
In this episode, Gino Barbaro breaks down the timeless principles from one of the most influential personal finance books ever written: The Richest Man in Babylon.
While most people believe wealth creation is complicated, involving stock picking, market timing, economic cycles, and advanced investing strategies, the truth is much simpler.
The foundation of wealth starts with habits.
In this episode, Gino walks through the famous "Seven Cures for a Lean Purse" and explains how they apply to modern investing, entrepre…
Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?"
You're a financial advisor and your client just told you their estate plan hasn't been updated since their first marriage.
New episode of The Retirement Fiduciary just dropped.…
Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?"
You're a financial advisor and your client just told you their estate plan ha…
Quick question for advisors. When did you last ask a client, "Has anything changed with your estate documents?"
You're a financial advisor and your client just told you their estate plan hasn't been updated since their first marriage.
New episode of The Retirement Fiduciary just dropped. Adam talks to wealth dispute attorney Kelly Lise Murray break down the real cases that end in court, and what advisors can do to help clients avoid them.
Blended families. Misused trusts. An $800K tax filing error. A prenup written by the husband.
All of it, in one episode.
Episode available now…
Click here to watch on YouTube. Make comments and see them on TV!Put this one on your calendar now—and bookmark this page so you can come straight back when the show begins.Tonight at 8:00 PM Eastern / 5:00 PM Pacific, four innovative companies will pitch live on the Superpowers for Good Live Pitc…
Click here to watch on YouTube. Make comments and see them on TV!Put this one on your calendar now—and bookmark this page so you can come straight back when the show begins.Tonight at 8:00 PM Easter…
Click here to watch on YouTube. Make comments and see them on TV!Put this one on your calendar now—and bookmark this page so you can come straight back when the show begins.Tonight at 8:00 PM Eastern / 5:00 PM Pacific, four innovative companies will pitch live on the Superpowers for Good Live Pitch, streaming on the e360tv Network via Roku and Amazon Fire TV devices and available right here in the embedded player.This is more than a pitch showcase. It is live, interactive television for impact investors, founders, community builders and anyone who loves seeing entrepreneurs under pressure.Th…
Send us Fan Mailhttps://www.skool.com/thebusinessnetworkhttps://doing-business-with-a-servants-heart.kit.com/steveramona 📝Description: What happens when the numbers in your bank account are connected to the weight in your heart?Larry Sprung knows that financial planning is never just about mone…
Send us Fan Mailhttps://www.skool.com/thebusinessnetworkhttps://doing-business-with-a-servants-heart.kit.com/steveramona 📝Description: What happens when the numbers in your bank account are conne…
Send us Fan Mailhttps://www.skool.com/thebusinessnetworkhttps://doing-business-with-a-servants-heart.kit.com/steveramona 📝Description: What happens when the numbers in your bank account are connected to the weight in your heart?Larry Sprung knows that financial planning is never just about money. After losing his brother-in-law to suicide and serving for years with the American Foundation for Suicide Prevention, Larry built a life of service around a deeper truth: mental health, physical health, and financial health are inseparable. In this powerful conversation with Steve Ramona, Larry r…
Don’t Retire Until You Understand These ExpensesRetirement is about more than replacing your paycheck. Many retirees are surprised by the real costs that show up after they stop working.In this video, we break down some of the biggest retirement expenses people often underestimate, including:• H…
Don’t Retire Until You Understand These ExpensesRetirement is about more than replacing your paycheck. Many retirees are surprised by the real costs that show up after they stop working.In this vide…
Don’t Retire Until You Understand These ExpensesRetirement is about more than replacing your paycheck. Many retirees are surprised by the real costs that show up after they stop working.In this video, we break down some of the biggest retirement expenses people often underestimate, including:• Health insurance before Medicare• Medicare premiums and out of pocket costs• Inflation and rising everyday expenses• Housing and property taxes• Travel and lifestyle spending• Long term care concerns• Taxes in retirement• Emergency expenses and unexpected repairsIf you are planning to r…
We’ve all been told that skipping your daily latte is the secret to building wealth. But is sacrificing small joys actually moving the needle, or is it just a distraction from the real culprits?In this episode of Check Your Balances, we unpack a recent Business Insider article on "Wealth Traps" to…
We’ve all been told that skipping your daily latte is the secret to building wealth. But is sacrificing small joys actually moving the needle, or is it just a distraction from the real culprits?In t…
We’ve all been told that skipping your daily latte is the secret to building wealth. But is sacrificing small joys actually moving the needle, or is it just a distraction from the real culprits?In this episode of Check Your Balances, we unpack a recent Business Insider article on "Wealth Traps" to reveal what’s really holding people back from financial freedom. Spoiler alert: It’s almost never your morning caffeine fix. Tune in to find out if we can find a more thoughtful way to teach young investors the impact of a creating financial discipline.Link to Article: What Wealth Managers Tea…
Chime In, Send Us a Text or Voice Message!Background to this recoverd episode: We launched our podcast during the pandemic and through now almost 100 episodes, several of our best episodes were 'lost' when the RSS feed didn't fully transfer with a hosting provider change.Until now! D…
Chime In, Send Us a Text or Voice Message!Background to this recoverd episode: We launched our podcast during the pandemic and through now almost 100 episodes, several of our best episodes were &apos…
Chime In, Send Us a Text or Voice Message!Background to this recoverd episode: We launched our podcast during the pandemic and through now almost 100 episodes, several of our best episodes were 'lost' when the RSS feed didn't fully transfer with a hosting provider change.Until now! David has found the backups by restoring and old hard drive while completing his book. We'll be posting the other lost episodes between new releases so our tally is accurate at 100 when we sunset the pod (or do we?)Either way, listening back on this rewind it was fun to hear how far we've c…
Chime In, Send Us a Text or Voice Message!Background to this recoverd episode #3: We launched our podcast during the pandemic and through now almost 100 episodes, several of our best episodes were 'lost' when the RSS feed didn't fully transfer with a hosting provider change.Until now…
Chime In, Send Us a Text or Voice Message!Background to this recoverd episode #3: We launched our podcast during the pandemic and through now almost 100 episodes, several of our best episodes were &a…
Chime In, Send Us a Text or Voice Message!Background to this recoverd episode #3: We launched our podcast during the pandemic and through now almost 100 episodes, several of our best episodes were 'lost' when the RSS feed didn't fully transfer with a hosting provider change.Until now! David has found the backups by restoring and old hard drive while completing his book. We'll be posting the other lost episodes between new releases so our tally is accurate at 100 when we sunset the pod (or do we?) Chime in and let us know in the link at the top of this episode.Episode 3: I…
Nick Loper
June 4, 2026
Rick Denton 
Gino Barbaro 
Devin Thorpe 
Steve Ramona 
Daniel Messeca 
David Dansereau