The Great Wealth Transfer

Between now and 2048, roughly $124 trillion will pass between generations. Most people assume that's a billionaire story. It isn't. Nearly half of it moves through ordinary families with a home, a retirement account, a small business, some land, and no plan. The Great Wealth Transfer is about what happens to that money, and what it takes to make sure it reaches the people you love instead of disappearing before it gets there. Host Ali Katz has spent twenty years as a Personal Family Lawyer and Family Wealth Advisor. She began her career at Charlie Munger's law firm building the legal and financial machinery that keeps the wealthiest families in America wealthy, then spent the next two decades making that same infrastructure available to everyone else. Each episode takes on the things families get wrong about money and rarely talk about out loud. Why estate planning fails when it's built for death instead of life. How the cost of long-term care quietly eats an inheritance before anyone notices. What a trust actually does, and why the best time to use one is while an asset is still small enough to ignore. Why the feeling that you're bad with money was installed, and who profits from it. And how to have the conversation with your parents, or your children, while everyone is still here to have it. This is not about becoming rich enough to matter. It's about deciding that what you already have is worth seeing. New episodes weekly.