Horizon Advisers Unleashed Podcast
As financial planners and business owners, we will discuss many topics. Our goal is to educate listeners on specific financial topics as well as conducting interviews of other business professionals. We hope you learn from their insight, stories, and experiences.Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Horizon Advisers is not a subsidiary of nor controlled by Cetera. Tax services are provided by Horizon Advisers. Cetera Advisor Networks does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Advisor Networks does not provide tax nor accounting services. 5455 Corporate Dr. Suite 306 Troy, MI 48098
Horizon Advisers Unleashed Podcast
#189 - The Great Wealth Transfer: What Gen X, Millennials, and Gen Z May Receive
In this episode of Horizon Advisers Unleashed, Ryan Kus, Alex Dinser, and Andrew Hinrichs explore one of the most significant financial shifts of our time: The Great Wealth Transfer. With an estimated $84 trillion expected to change hands over the next two decades, this monumental event will reshape generational wealth dynamics across the United States.
Tune in as the hosts break down:
- What Gen X Can Expect: As the first beneficiaries of this transfer, how prepared is this generation to manage inheritances? What role do estate taxes, investment strategies, and financial advisors play in maximizing their newfound assets?
- Millennials in the Middle: With many entering their peak earning years, Millennials face unique challenges balancing personal financial growth with potential inheritances. How can they use this wealth to pay down debts, invest, or plan for their own families?
- Gen Z's Future Windfall: For the youngest generation, this transfer represents long-term potential. What financial literacy skills and strategies should they adopt now to responsibly manage this wealth in the future?
The team also discusses practical steps for all generations to ensure this wealth is preserved, grown, and used effectively, including tips on estate planning, trust structures, and navigating family dynamics.
Whether you’re set to receive an inheritance or planning to pass wealth to the next generation, this episode is packed with insights to help you stay ahead.
🎧 Listen now and prepare for the financial opportunity of a lifetime!
