Episode 22: Will $70 Trillion in Generational Wealth Transfer Occur, as Predicted? 

Dec 2, 2021

In the next 20 years it is expected that $70 trillion in wealth will be distributed from the Silent Gen and Baby Boomers to heirs and charities, mostly in the Gen X and Millennial generations. It would be the largest reallocation of wealth in history were it to unfold as predicted. Fasten your seatbelts before departure.

Here are just a handful of the things that we'll discuss:

  1. Demographics is destiny. Shifts in demographic power will be seismic.
  2. Will poor savings, healthcare costs, looming Social Security challenges, and high debt loads absorb much of the great transfer?
  3. With so much change over the horizon, the retirement planning space will radically change.



Get your complimentary copy of The Roadmap to Retirement Income