Don’t Overlook the Silent-to-Gen X Generational Wealth Transfer Hearts & Wallets' findings counter the idea that the Baby Boomer-to-Millennial wealth transfer should be advisers’ focus. https://bit.ly/3VSu9Dg
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I work with professionals in their 40s to 50s optimize and scale up their finances to retire earlier and stress free without having to worry about the unpredictability of the markets
There is a Chinese proverb that roughly translates to "The first generation creates wealth, the second preserves it, and the third destroys it" Without careful planning, wealth can be lost forever. The Great Wealth Transfer is a phenomenon that's already started. If you're expecting to inherit wealth in the coming years, how can you make the most of it? I chat with Stanley Leong and Susan Ng on CNA and unpack a few things that people should consider. Do give it a listen! #GreatWealthTransfer #FinancialAdvice
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World Build Consultant | Line Editing | Ghostwriting |Medical Writing|Freelance Writer|Blogger|Journalist| Copy Editor |Narrative Designer|
The Concept of Universal Wealth now up on medium give it a read and if you end up liking it leave a clap and follow 📖🍵🪴 https://lnkd.in/gqjqPTvq
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Generational wealth transfer is happening quicker as the CurrentGen are mostly in their 60s/70s. Yet Asian values and taboos of talking about money and death probably affect the sharing of responsibilities in managing family businesses and wealth. #familyoffice #familywealth
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$830MM AUM - 2x Best Selling Author - Multifamily Private Equity - Entrepreneur - Podcast Host - Investor
What can you do today to build wealth? Find out in my interview with the accomplished wealth strategist Eunicia Peret 👉 https://lnkd.in/gm6rag7T #investingintheus #reedgoossens #realestateinvesting #realestate #realestateinvestor #realestatemarket #euniciaperet #wealthpreservation #wealthbuilding #buildingwealth #wealth #financialliteracy #wealthstrategist
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📣 Friday thought, Carrie Alderson had shared below with me and it made a lot of sense. 🔸 I spent 25 years on building 1) Financial Wealth (money) and 2) Social Wealth (status) and whilst not old in any real sense, I now feel my focus needs to be more geared towards 3) Time Wealth (freedom) and 4) Physical Wealth (healthy). 🔸 Hence why my focus of late is geared towards investments that allow me more freedom and the abilty to spend more time and be more healthy!! 🔸 It may not be for everybody but at this stage of my life, it works for me ! #freedom #financialfreedom #health
4 types of wealth :
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How much money do you need to make or have to be considered "wealthy?" But is there more to it than that? Here's how you can BE wealthy BEFORE having wealth! https://lnkd.in/gzUG777Q #wealthbuilding #wealthy #Wealth2024
The New Definition of Wealth in 2024
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