In Episode 81, we dive into The $84 Trillion Wealth Transfer—the largest in history! Over the next 25 years, trillions of dollars will change hands, but here’s the catch: most families won’t hold onto their wealth past the third generation. Why? Poor planning, family disputes, and taxes are just the tip of the iceberg.

Brent Boden, CFP, shares actionable strategies to:
-Protect your wealth from estate taxes.
-Build a multi-generational legacy.
-Avoid the common pitfalls of family wealth transfers.
-Empower the next generation with financial literacy.

Featuring real-life examples like the Rockefellers' success and the Vanderbilts' downfall, this episode is a must-listen for healthcare professionals looking to secure their financial future.

Ready to secure your legacy?

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#GenerationalWealth #WealthTransfer #PhysiciansFinance #FinancialFreedom

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