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GETTING AHEAD OF

The Great Wealth Transfer


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Over the next decade, more than $84 trillion will pass from the Baby Boomer generation to Gen X, Millennials, and older Gen Z.


It's the largest transfer of wealth in history – but if historical trends hold steady, it could all be gone within just a generation or two. Can current generations do a better job at keeping and growing family wealth than our predecessors? What you do right now plays a crucial role in answering that question.

In this series and free guide, you'll find out:

  • Exactly what the Great Wealth Transfer will entail
  • How to prepare NOW in order to maximize the wealth that you leave or inherit
  • What to do along the way to avoid letting it all slip through

Don't miss an episode – subscribe now on YouTube or your favorite podcast platform. 


Episode 1 | What to Know & Do Now

Coming February 25 

What individuals and families do now could make or break their ability to protect and grow wealth from one generation to the next. In this episode, find out exactly what's at stake, the common mistakes that could cost you your family's wealth, and the immediate steps to take right now to get set up for success instead.


Episode 2 |The New Things to Know About Creating Generational Wealth

Coming March 11

Tax law and financial policy is changing all the time and that is certainly true now, as the Great Wealth Transfer gets underway. Find out how the latest changes could affect your and your family's wealth so you can put the right measures in place to not just keep your generational wealth, but grow it.


Episode 3 |The Great Women's Wealth Transfer

Coming March 25

Women are poised to inherit the majority of the Great Wealth Transfer, yet many still hesitate to take control of their financial future. The research is clear: women are disciplined, long-term investors — and often outperform men because of that long-term approach. Confidence is the missing piece. In this episode, find out what women can do to become more empowered in handling – and creating – wealth.


Episode 4 |The Future of Generational Wealth Building

Coming April 8

What comes after the Great Wealth Transfer? Will families know how to keep and grow more wealth for the generations that follow? Find out the key strategies and family commitments that are required to maintain and grow family wealth for generations to come.


Episode 5 | Business Owners and Generational Wealth

Coming April 22

For most business owners, personal and family wealth are deeply tied to the success and value of their business. This presents unique considerations and challenges for business owners as they navigate the Great Wealth Transfer and beyond. In this episode, join WHZ Strategic Wealth Advisors' financial partners along with business succession advisor Kevin T. Lewis of Rocklobs Advisory to find out the specific strategies that business owners should put into place.