In this episode of the Your Money Your Mission podcast, host Kelly Mould, along with Anne Tidmore, SVP Wealth Advisor and Meg Marciniak, VP Private Banking, delve into the massive wealth transfer expected over the next decade, estimated at $80 trillion. They highlight the importance of financial education and working with financial advisors to help the younger generation, particularly women, navigate this transition. The episode also emphasizes the shift towards “giving while living” and the critical role of open communication and comprehensive planning in preserving family values and unity.
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