About this episode

This episode discusses the major risks to wealth transfer between generations and how to mitigate them through effective planning.

Over the next two decades, trillions of dollars are expected to pass from one generation to the next, but how much of that wealth will actually make it to your heirs? In this episode of The Wise Money Show, we break down the biggest threats to a successful wealth transfer, including taxes, long-term care costs, blended family dynamics, and gifting strategies. Learn how thoughtful estate planning, tax diversification, and multi-generational financial planning can help protect your legacy. Season 11, Episode 42 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/ Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member…

People in this episode

Host: Kevin Korhorn

Topics covered

• wealth transfer
• estate planning
• tax diversification
• financial planning
• long-term care costs
• blended families

Keywords

• wealth transfer
• estate planning
• taxes
• long-term care
• financial legacy
• gifting strategies

Mentioned in this episode

Organizations: Korhorn Financial Group, Silver Oak Securities, Inc., KFG Wealth Management, LLC, YouTube, Facebook, Instagram

More episodes of The Wise Money Show™

• Is Your Retirement Plan Missing These 3 Critical Components? · June 13, 2026 · 42 min
• Stretching the Inherited IRA 10-Year Rule · May 30, 2026 · 42 min
• The Midlife Money Squeeze: Helping Kids AND Parents at the Same Time · May 23, 2026 · 42 min
• Roth vs Traditional IRA: Which Retirement Strategy Wins? · May 16, 2026 · 42 min

Explore listener stats, chart rankings, contacts and more on the The Wise Money Show™ podcast page.