Your Money. Your Mission.
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial tools to help you have confidence in your financial future.
Your Money. Your Mission.
The Great Wealth Transfer Part 1: The Importance of Preparing Now
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In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel to unpack what the Great Wealth Transfer actually means. From the fear of raising entitled kids to the power of the family meeting, this episode is a candid, research-backed conversation about what it takes to transfer not just assets but the values and purpose that built them.
In this episode:
- 00:00 – 03:45: What is the Great Wealth Transfer?
- 03:46 – 07:45: Transferring Values Between Generations
- 07:46 – 11:05: Defining Wealth and Your Impact
- 11:06 – 20:21: Bridging Communication Gaps with Family Meetings
- 20:22 – 27:42: The Benefits of Family Meetings
- 27:43 – 30:30: Navigating In-Laws and Blended Families in Conversations
- 30:31 – 36:03: How to Start the Conversation and Final Tips
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