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Podcast: MoneyShow MoneyMasters Podcast
Episode: BONUS • Public's Stephen Sikes: Amid $84 Trillion Transfer, What Should Younger Investors Know (& Do)?
Description: More than $84 TRILLION in stocks, real estate, and other assets will gradually transfer from the portfolios of Baby Boomers to the Gen X, Millennial, and Gen Z generations. But with so much wealth being passed on – and so many NEW investment options available at the tap of a smartphone screen – how should younger investors adapt? What are today’s investing and trading platforms and providers doing to educate and empower them? And what do they need to know about new funds, alternatives, tools, research, and content available to them? I sat down with Stephen Sikes, Chief Operating Officer at Public, for a...