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22. Debunking The Great Wealth Transfer: Facts vs. Fiction with Dr. Jim Grubman

Planning & Beyond®

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The Shifting Landscape of Global Wealth

This chapter explores the historical changes in wealth, focusing on the Forbes 400 list from 1999 and the rise of billionaires like Bill Gates. It also offers practical insights for financial advisors on navigating the current wealth landscape and supporting their clients amidst global financial shifts.

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