The Great Wealth Transfer Part 1: The Importance of Preparing Now
About this episode
The episode discusses the Great Wealth Transfer and the importance of preparing for it, focusing on values and family dynamics.
In this episode of the Your Money Your Mission podcast, SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel unpack what the Great Wealth Transfer actually means. From the fear of raising entitled kids to the power of the family meeting, this episode is a candid, research-backed conversation about what it takes to transfer not just assets but the values and purpose that built them. In this episode: 00:00 – 03:45: What is the Great Wealth ...
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