The Dale Buckner Podcast
You know it’s important to manage your finances, but who has time to learn everything there is to know about financial planning? Join author and radio show personality Dale Buckner as he interviews experts throughout the industry about everything from protecting your principal to managing your investments. If you’re struggling to keep track of all aspects of your finances, need to prepare for retirement, or don’t know where to start, you need Dale on your side.
The Dale Buckner Podcast
The Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229
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Dale Buckner
This week on the Dale Buckner Podcast, Teresa Roop joins Dale once again to discuss the upcoming wealth transfer that will occur in the next 5-10 years. As the older generations begin to transfer their wealth to their heirs, women are expected to receive a massive sum of money transferred to them. Teresa and Dale discuss recent surveys regarding this transfer, and how many of the men and women that are inheriting money feel less than prepared for the sudden increase of their wealth. Tune in this week to hear the tips and information that Dale and Teresa share that can help you and your family prepare to receive an inheritance, or prepare to build your own wealth instead.