Australia is on the brink of the largest intergenerational wealth transfer ever. Between $3.8 and $5 trillion will move from boomers to the next generation. Women will inherit 65% of it.
In this episode of My Happy Money Journey, Phoebe dives into the realities of inheritance:
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Why women inherit more, later in life
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How divorce, blended families, and “the eldest daughter effect” complicate things
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The sandwich generation’s struggle caring for parents while still supporting kids
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The rise of the Bank of Mum and Dad and the risks of living inheritances
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Why open conversations prevent conflict and even elder abuse
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The tax traps you need to know about (CGT, super, property sales)
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Why testamentary trusts aren’t just for the rich
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And how to find the right financial adviser in a shrinking market
Phoebe shares stats, stories, and strategies to help women not just receive money but truly own it.
Sponsor: This episode is brought to you by Entourage Finance & Property: helping Australians grow wealth through property, lending, and advice. Forest Superfoods
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