About this episode

Bob and Brian discuss market bubbles, alternative investments, and strategies for wealth transfer with guest Paul Schwarz.

On this episode of Simply Money, Bob and Brian explain why today's market bubbles may be smaller—and less dangerous—than the ones investors remember from the dot-com era and the financial crisis. They also discuss when alternative investments like private equity actually make sense, sit down with Allworth Senior Estate Planning Specialist Paul Schwarz to share strategies for preparing the next generation for one of the largest wealth transfers in history, and answer listener questions on building a lasting family legacy and protecting generational wealth.

People in this episode

Hosts: Bob, Brian

Guest: Paul Schwarz

Topics covered

• wealth protection
• market bubbles
• alternative investments
• wealth transfer
• family legacy
• generational wealth

Keywords

• wealth protection
• market bubbles
• private equity
• wealth transfer
• family legacy
• generational wealth

Mentioned in this episode

Organizations: Allworth Financial

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