Teaching Financial Literacy to Heirs: The Missing Link in Generational Wealth

You & Your Money

You & Your Money
Teaching Financial Literacy to Heirs: The Missing Link in Generational Wealth
Jun 17, 2026 Season 5 Episode 22
WHZ Strategic Wealth Advisors

Learn why financial literacy is the key to preserving generational wealth and how to prepare heirs to manage, grow, and sustain family assets long-term. Featuring WHZ Associate Vice President, Wealth Advisor Jonathan Mathews, CFP®.

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Episode Artwork Teaching Financial Literacy to Heirs: The Missing Link in Generational Wealth 8:56 Episode Artwork Gifts for Grads More Valuable Than Cash 6:53 Episode Artwork The Economic Impacts of War: What History Tells Us 8:17 Episode Artwork What You Should Know About AI Driven Financial Insights in 2026 7:48 Episode Artwork Market Update | May 2026 2:50 Episode Artwork Alternative Investments: Are They A Good Choice for Next Generation High Net Worth Investors? 6:03 Episode Artwork 5 Steps to Build Financial Confidence 6:13 Episode Artwork Business Succession and Family Wealth Planning | Getting Ahead of The Great Wealth Transfer 24:05 Episode Artwork Economic Impacts of The War in Iran 13:03 Episode Artwork Market Update | April 2026 2:55 Episode Artwork The Future of Generational Wealth | Getting Ahead of The Great Wealth Transfer 20:36 Episode Artwork Political Unrest and Market Trends: What Does History Tell Us? 5:37 Episode Artwork The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer 16:11 Episode Artwork Market Update | March 2026 2:41 Episode Artwork New Things to Know About Creating Generational Wealth | Getting Ahead of The Great Wealth Transfer 18:41 Episode Artwork How OBBBA Changes Coming in 2026 Will Affect Your Finances 10:01 Episode Artwork Getting Ahead of The Great Wealth Transfer: What to Know and Do Now 19:44 Episode Artwork Market Update | February 2026 3:37 Episode Artwork How to Minimize Your 2026 Tax Bill 7:15 Episode Artwork 2026 Retirement Planning Checklist 5:48 Episode Artwork Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets 19:12 Episode Artwork Market Update | January 2026 1:17 Episode Artwork How to Prioritize Your 2026 Financial Goals 6:33 Episode Artwork 2026 Tax Season: What to Know & How to Prepare 15:04 Episode Artwork 2025 Year In Review 7:12