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Podcast: It's All About the $Money, Honey!
Episode: Aspiring Millionaires In Focus
Description: For more than two decades, the Great Wealth Transfer has been discussed and dissected every which way. As Baby Boomers retire and age, their Gen X, Millennials, and Gen Z are poised to inherit their legacy. It's vital that the next generations of wealth owners prepare themselves now to manage and grow it for themselves. In this special episode, we are joined by Lisa Ward, CFPĀ® who shares how she is serving and coaching these Aspiring Millionaires.