• Great Wealth Transfer

  • 2024/12/06
  • 再生時間： 54 分
  • ポッドキャスト

Great Wealth Transfer

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  • This conversation explores the impending Great Wealth Transfer from baby boomers to younger generations, discussing its implications for retirement planning and the economy. It highlights the importance of tax-efficient strategies and the need for financial planning, especially for Gen X, who may inherit significant wealth. Weston also delves into lessons learned from financial mistakes made by individuals and corporations, emphasizing the importance of diversification and risk management in investment strategies.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    www.robertswealth.com

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

This conversation explores the impending Great Wealth Transfer from baby boomers to younger generations, discussing its implications for retirement planning and the economy. It highlights the importance of tax-efficient strategies and the need for financial planning, especially for Gen X, who may inherit significant wealth. Weston also delves into lessons learned from financial mistakes made by individuals and corporations, emphasizing the importance of diversification and risk management in investment strategies.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

www.robertswealth.com

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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