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Podcast: The Wise Money Showâ„¢
Episode: Navigating the Great Wealth Transfer: Strategies for Success
Description: Over the next 20 years it is projected that over $84 trillion dollars will pass from one generation to the next. This "Great Wealth Transfer" will impact many people's financial lives and financial plans in a variety of ways, not all of them positively. In this episode of Wise Money, we're discussing different strategies to help set you up for success when you receive an inheritance. With special guest Amy Masters, CFP®
Season 9 Episode 43
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