In this episode of the Your Money Your Mission podcast, SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel 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

Additional resources:

• The Gift of a Family Meeting: Planning, Legacy & Love | Johnson Financial Group
• Understanding Estate Planning Tools and Their Purposes | Johnson Financial Group
• Transferring Wealth | Johnson Financial Group