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Welcome to a new series from Beyond Generations, Shifting Tides: Addressing Wealth Disparities and Intergenerational Wealth Transfer. In this episode, we talk with AARP’s Vice President for Thought Leadership, Staci Alexander, about the current and historic intergenerational wealth transfer—and why most families of color are locked out. From housing and caregiving to estate planning and policy reform, Alexander lays out what must change if we want to build a future where every family has a chance to leave—and receive—a legacy.

In this new season of Beyond Generations, we will explore trends and possibilities related to intergenerational wealth transfer, addressing historical inequalities and embracing systemic opportunities to enhance wealth accumulation across a lifetime for people as they age.