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Listen "The Great Wealth Transfer, Part 2: Bridging Generations (Ep. 142)"
Episode Synopsis
As we delve deeper into the transformative phenomenon of the Great Wealth Transfer, Part 2 of our series further explores the staggering $68 to $74 trillion destined to cascade down over the next decade.
In “The Great Wealth Transfer, Part 2,” Larry Heller, CFP®, CDFA®, guides us through the intricate dynamics of this wealth transition, offering crucial insights for aging parents and their millennial heirs. Larry sheds light on key aspects, empowering millennials to navigate challenging conversations with their Boomer parents and ensuring a seamless, secure transfer of wealth. This episode is a must-listen for those aiming to redefine their financial legacy in the face of this monumental wealth shift.
Key discussion points include:
Strategies for smooth talks about inheritance between the Boomer generation and the Millennial Generation
How advisors navigate the emotional and practical sides of wealth transfer
Insights into fair wealth sharing in complex family dynamics
Essential advice to keep everyone safe from fraud
Understanding the importance of Medicaid and trusts in financial plans & estate planning
A look at the bigger picture of estate planning beyond finances
The uncomfortable but necessary “end-of-life planning” conversation between children and parents
How staying organized can improve estate planning
And much more!
Resources:
Free Financial Resilience Assessment
Retire Right by Larry Heller, CFP®, CPA
How and When To Use A Roth (Ep. 17)
Year-End Planning Recommendations for Retirees (Ep. 98)
Year-End Tax-Planning Unveiled: 10 Tips to Implement Before Year-End (Ep. 139)
The Great Wealth Transfer, Part 1: From Boomers To Millennials (Ep. 141)
Connect with Larry Heller:
(631) 248-3600
Schedule a 20-minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®
In “The Great Wealth Transfer, Part 2,” Larry Heller, CFP®, CDFA®, guides us through the intricate dynamics of this wealth transition, offering crucial insights for aging parents and their millennial heirs. Larry sheds light on key aspects, empowering millennials to navigate challenging conversations with their Boomer parents and ensuring a seamless, secure transfer of wealth. This episode is a must-listen for those aiming to redefine their financial legacy in the face of this monumental wealth shift.
Key discussion points include:
Strategies for smooth talks about inheritance between the Boomer generation and the Millennial Generation
How advisors navigate the emotional and practical sides of wealth transfer
Insights into fair wealth sharing in complex family dynamics
Essential advice to keep everyone safe from fraud
Understanding the importance of Medicaid and trusts in financial plans & estate planning
A look at the bigger picture of estate planning beyond finances
The uncomfortable but necessary “end-of-life planning” conversation between children and parents
How staying organized can improve estate planning
And much more!
Resources:
Free Financial Resilience Assessment
Retire Right by Larry Heller, CFP®, CPA
How and When To Use A Roth (Ep. 17)
Year-End Planning Recommendations for Retirees (Ep. 98)
Year-End Tax-Planning Unveiled: 10 Tips to Implement Before Year-End (Ep. 139)
The Great Wealth Transfer, Part 1: From Boomers To Millennials (Ep. 141)
Connect with Larry Heller:
(631) 248-3600
Schedule a 20-minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®
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