The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer

You & Your Money

You & Your Money
The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer
Mar 25, 2026 Season 5 Episode 12
WHZ Strategic Wealth Advisors

Women are poised to inherit the majority of the ongoing Great Wealth Transfer, yet many still hesitate to take control of their financial future.

The research is clear: women are disciplined, long-term investors and often outperform men because of that long-term approach. Confidence is the missing piece.

In this episode, the partners at WHZ Strategic Wealth Advisors and KKC Law share what women can do to become more empowered in handling – and creating – wealth.

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