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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
Kandungan disediakan oleh Jared Klee & Steven Dickens, Jared Klee, and Steven Dickens. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jared Klee & Steven Dickens, Jared Klee, and Steven Dickens atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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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