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#2 - The Great Wealth Transfer: $68T on the move, the haves and have-nots, & millennial finances
Manage episode 313783540 series 3286751
Contenuto fornito da Jared Klee & Steven Dickens, Jared Klee, and Steven Dickens. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Jared Klee & Steven Dickens, Jared Klee, and Steven Dickens o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
The Great Wealth Transfer. We discuss the 5+ living generations, how their wildly different macro experiences have led to divergent wealth, and how the wealth-inheriting generations invest and spend differently than the older generations. But not all are set to see an inheritance. We analyze how the tax structure facilitates dynastic wealth and explore a future with significant intragenerational wealth divides. We wrap up on a high note looking at the new opportunities available who service both the haves and have-nots in the $68T wealth transfer.
Check out this week's letter for the full story. Follow @FatTailThoughts on Twitter to be notified when the next podcast's live and your co-hosts @KleeBeard and @StevenDickens3 for more content.
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