Are Boomers Hoarding Wealth? (How to Do It Right)

Jul 26, 2024

The podcast dives into the contentious issue of Baby Boomers' wealth accumulation and its implications for younger generations. It highlights the complexities of estate planning and the benefits of giving financial gifts during one’s lifetime. The challenges of supporting adult children while promoting independence are discussed, alongside strategies for teaching kids financial literacy. Personal anecdotes add depth to the exploration of family finances, emphasizing communication and meaningful financial relationships.

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Intro

00:00 • 2min

Navigating Estate Planning and Financial Gifts for Future Generations

01:52 • 2min

Balancing Wealth and Family Support

03:52 • 5min

Teaching Financial Literacy to Kids

09:07 • 7min

Navigating Family Finances

16:26 • 11min

Navigating Financial Relationships: Beyond Transactions

27:45 • 3min