The Great Wealth Transfer: Are you ready to leave a legacy?
Failed to add items
Add to basket failed.
Add to wishlist failed.
Remove from wishlist failed.
Adding to library failed
Follow podcast failed
Unfollow podcast failed
The Great Wealth Transfer: Are you ready to leave a legacy?
-
Narrated by:
-
By:
An estimated $84 trillion is expected to change hands over the coming decades,
making estate and legacy planning more important than ever.
In this episode of Your Money Matters, Michael Martinez, founder and president of The Pension Group, discusses the opportunities and challenges surrounding the Great Wealth Transfer. From beneficiary designations and trust planning to tax-efficient wealth transfer strategies, Mike explains how families can prepare the next generation while avoiding common mistakes that can lead to unnecessary taxes, family conflict, or financial mismanagement.
Mike also explores the impact of the SECURE Act on inherited IRAs, the potential benefits of Roth conversions, and why retirement planning should go beyond investments to include income planning, Social Security, healthcare, tax strategies, and legacy goals.
In addition, you'll learn how active 401(k) management, risk mitigation, and open family communication can help create a more comprehensive retirement roadmap designed to protect both your financial future and the people you care about most.