Ken Costa

In this engaging discussion, Ken Costa, a prominent investment banker, author, and philanthropist, shares insights on the monumental generational wealth transfer in the wake of recent elections. He highlights the differences in perspectives between millennials, Gen Z, and baby boomers regarding economic policies. Ken also explores how figures like Elon Musk could reshape capitalism and the importance of fostering collaboration through 'co-destiny' among generations. Their conversation delves into the evolving financial landscape and the exciting opportunities it presents.

Global investment banker, financier, and philanthropist Ken Costa talks about the 100 trillion dollar wealth transfer to Millennial and Gen Z children, the impact on housing and technology, and the church's role. He discusses misconceptions about money, compound interest, and preparing for the wealth transfer.

Join Tom Wheelwright as he discusses the impending $100 trillion wealth transfer with Ken Costa, exploring the impact on capitalism and society. They touch on the shifting priorities of younger generations towards justice and social issues, challenges in the housing market, collaboration between Millennials and Gen Xers in entrepreneurship, and the importance of financial education for intergenerational wealth transfer.

Financial expert Ken Costa discusses the 100 trillion dollar wealth transfer from Boomers to Gen Z, examining how this shift will revolutionize capitalism with a focus on ethics, climate change, and purpose. The podcast explores bridging the gap between generations, transitioning wealth with purpose, and fostering cooperation and meaningful work across generations in capitalism.

Jason Moser, a savvy Motley Fool analyst, dives into Berkshire Hathaway's latest annual report, discussing why the company opts for profit retention over dividends and the implications of its hefty cash reserves. Joining him, Ken Costa, the author of The $100 Trillion Dollar Wealth Transfer, offers insights on the massive generational wealth shift and its potential to reshape future investment trends. Together, they explore the evolving attitudes of younger investors eager to tackle societal issues while navigating traditional financial landscapes.