Wednesday - July 15th, 2026
Apple News
×

What can we help you find?

Popular Content Tags

Open Menu

Wealth Transfer

The Great Wealth Transfer

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.

Wealth Transfer 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 M. Jaramillo Leadership Performance Coach
John Morley Serial Entrepreneur & Podcast Coach
Laura Rotter Founder and Owner

Podcasts About Wealth Transfer
Electric Ladies Podcast
Remarkable People Podcast
Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Mitlin Money Mindset
The Lean to the Left Podcast
The Life-First Solopreneur (formerly The Aspiring Solopreneur)
Measure Success Podcast
Behind The Numbers With Dave Bookbinder
Power of After Show
Exit Algorithms
Cardinal Lessons
Morrow Marriage | Disrupting Divorce

Books About Wealth Transfer
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

Explore Content About Wealth Transfer

Filter By Content
Layout
Loading...
Get Out Of Your Comfort Zone - Career Advice From 5 Women At The Top Of Their Game &Raquo; Podcast Cover To Specifications 8 18 2021
Podcast Episode
Get Out of Your Comfort Zone – Career Advice From 5 Women At The Top Of Their Game

"The first one is own it…Your career…I'm constantly, even today having meetings with people that I don't know, requesting mentorship, reaching out through LinkedIn, going to events. I try to stay very connected and not just people in my close industry or even work type …Every single person you…

"The first one is own it…Your career…I'm constantly, even today having meetings with people that I don't know, requesting mentorship, reaching out through LinkedIn, going to events. I try to stay …

"The first one is own it…Your career…I'm constantly, even today having meetings with people that I don't know, requesting mentorship, reaching out through LinkedIn, going to events. I try to stay very connected and not just people in my close industry or even work type …Every single person you meet is a connection and could have an impact on your life and vice versa….When you meet somebody, keep the conversation going. …So one day if they need something or you need something, you have a connection….My second piece of advice is… you should always have a list of things that you wan…

Listen · 33:34
Avatar Of Joan Michelson Joan Michelson July 15, 2026
From Failing College To Financial Ceo: William Bissett On True Leadership And Letting Go &Raquo; Z0267Tis5Nu28Shq23Sr9Kxrbfqy 10
Podcast Episode
From Failing College to Financial CEO: William Bissett on True Leadership and Letting Go

Send us Fan MailWilliam Bissett is the founder of Portus Wealth Advisors, a firm based in Charlotte, North Carolina, dedicated to helping small business owners navigate complex financial landscapes. After overcoming a turbulent childhood, tragic family events, and early academic failures, William bu…

Send us Fan MailWilliam Bissett is the founder of Portus Wealth Advisors, a firm based in Charlotte, North Carolina, dedicated to helping small business owners navigate complex financial landscapes. A…

Send us Fan MailWilliam Bissett is the founder of Portus Wealth Advisors, a firm based in Charlotte, North Carolina, dedicated to helping small business owners navigate complex financial landscapes. After overcoming a turbulent childhood, tragic family events, and early academic failures, William built a resilient career in financial planning. Launching his own firm in 2019, he has since grown it into a multi-million-dollar operation. William is also an active angel investor, a dedicated husband and father, and a passionate advocate for leading businesses from a place of abundance rather than …

Listen · 1:09:57
Avatar Of David Pasqualone David Pasqualone July 15, 2026
Can I Retire At 63 With $350,000?!? &Raquo; 11965328 1734964663237 96E9B4038A757
Podcast Episode
Can I Retire at 63 with $350,000?!?

Can I Retire at 63 with $350,000?!?Can you really retire at 63 with $350,000 saved for retirement? In this retirement video, we break down the real numbers behind retirement income, Social Security, retirement healthcare costs, retirement withdrawals, and lifestyle expectations to see what’s actua…

Can I Retire at 63 with $350,000?!?Can you really retire at 63 with $350,000 saved for retirement? In this retirement video, we break down the real numbers behind retirement income, Social Security, r…

Can I Retire at 63 with $350,000?!?Can you really retire at 63 with $350,000 saved for retirement? In this retirement video, we break down the real numbers behind retirement income, Social Security, retirement healthcare costs, retirement withdrawals, and lifestyle expectations to see what’s actually possible in retirement. **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 Advisor, Retirement Planner, or Inve…

Listen · 10:38
Avatar Of Drew Blackston Drew Blackston July 15, 2026
Why A Market Strategist Got More Optimistic About The Rest Of 2026 W/ Ryan Detrick &Raquo; Larry Lined Up 1 32
Podcast Episode
Why a Market Strategist Got More Optimistic About the Rest of 2026 w/ Ryan Detrick

The SpaceX IPO, oil prices nearly doubling, and a spring selloff — a lot has happened so far in 2026. Market strategist Ryan Detrick returns for a mid-year check-in, sharing where things stand and what's driving the market now. You'll learn the biggest risk to the market (it's not what you think)…

The SpaceX IPO, oil prices nearly doubling, and a spring selloff — a lot has happened so far in 2026. Market strategist Ryan Detrick returns for a mid-year check-in, sharing where things stand and …

The SpaceX IPO, oil prices nearly doubling, and a spring selloff — a lot has happened so far in 2026. Market strategist Ryan Detrick returns for a mid-year check-in, sharing where things stand and what's driving the market now. You'll learn the biggest risk to the market (it's not what you think), what history says about midterm years, and why he's actually more optimistic. Want the full picture? Check out the Midyear Outlook 2026: https://mitlin.us/2026Outlook Topics discussed: (00:00) Introduction (02:07) Ryan's path to market strategist (05:02) The SpaceX IPO (09:58) Becoming a CNBC Cont…

Listen · 34:26
Avatar Of Larry Sprung Larry Sprung July 14, 2026
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…

Read More
Avatar Of Bob Gatty Bob Gatty July 14, 2026
Why Democrats Lose The Message War—And How They Can Win It Back | David Fenton &Raquo; 0 Iojrgfx
Podcast Episode
Why Democrats Lose the Message War—and How They Can Win It Back | David Fenton

Why do Democrats so often lose the message war and allow Republicans to dominate the political conversation—even when Democrats and progressives have popular policies?Legendary progressive strategist and activist David Fenton says Democrats are practicing what amounts to “unilateral disarmament�…

Why do Democrats so often lose the message war and allow Republicans to dominate the political conversation—even when Democrats and progressives have popular policies?Legendary progressive strategis…

Why do Democrats so often lose the message war and allow Republicans to dominate the political conversation—even when Democrats and progressives have popular policies?Legendary progressive strategist and activist David Fenton says Democrats are practicing what amounts to “unilateral disarmament” in today’s information war. After more than 50 years helping movements win public support, he believes progressives must simplify their language, repeat compelling messages, reconnect with working people and build mass movements capable of defeating concentrated wealth and political corruption.…

Listen · 40:34
Avatar Of Bob Gatty Bob Gatty July 14, 2026
Solopreneurs, Stop Chasing Work-Life Balance And Chase This Instead &Raquo; Ngvkny5Wbmc
Podcast Episode
Solopreneurs, Stop Chasing Work-Life Balance And Chase This Instead

What if the goal was never balance, but harmony?In this episode, Carly and Joe sit down with Dan Scott, founder of Spotlight Advisory Group, a former big-firm lawyer who walked away from the traditional career path to help creatives and entrepreneurs build lives around purpose instead of paychecks.D…

What if the goal was never balance, but harmony?In this episode, Carly and Joe sit down with Dan Scott, founder of Spotlight Advisory Group, a former big-firm lawyer who walked away from the tradition…

What if the goal was never balance, but harmony?In this episode, Carly and Joe sit down with Dan Scott, founder of Spotlight Advisory Group, a former big-firm lawyer who walked away from the traditional career path to help creatives and entrepreneurs build lives around purpose instead of paychecks.Dan breaks down why "work-life balance" is the wrong goal, how financial freedom means having enough money (not the most money), and the planning mistakes that keep talented creatives broke. He also gets real about the sacrifices of entrepreneurship, why ownership beats a paycheck every time, and wha…

Listen · 41:08
Avatar Of Carly Ries Carly Ries July 14, 2026
More Than Money: Building Wealth That Matters With Tyson Ray &Raquo; Podcast Cover
Podcast Episode
More Than Money: Building Wealth That Matters with Tyson Ray

What is wealth really for? In this episode of the Measure Success Podcast, Carl sits down with Tyson Ray, CEO and Founding Partner of Form Wealth Advisors, to discuss building wealth that creates a better life. Tyson shares lessons from his career helping business owners, a powerful experience in Is…

What is wealth really for? In this episode of the Measure Success Podcast, Carl sits down with Tyson Ray, CEO and Founding Partner of Form Wealth Advisors, to discuss building wealth that creates a be…

What is wealth really for? In this episode of the Measure Success Podcast, Carl sits down with Tyson Ray, CEO and Founding Partner of Form Wealth Advisors, to discuss building wealth that creates a better life. Tyson shares lessons from his career helping business owners, a powerful experience in Israel that reshaped his perspective, and why financial success should always support purpose, relationships, and legacy. Together, they explore retirement, succession planning, giving while you're living, and how business owners can avoid spending their lives chasing more money without enjoying what …

Listen · 35:37
Avatar Of Carl Cox Carl Cox 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
Load More Results
Apple News
BabyBoomer.org does not guarantee the accuracy or endorse the reliability of any information or offers associated with advertisements, articles, or other content displayed on our site. We encourage you to conduct your own thorough research and exercise due diligence when accessing our information.
2026 © All Rights Reserved | BabyBoomer.org