Bryan Walley, co-founder and CEO of Forward Inheritance, joins host KJ to challenge the broken status quo of wealth transfer in America. Bryan shares how a personal reckoning with his own father's estate planning — or lack thereof — sparked a fintech solution designed to help families organize, communicate, and access their inheritance before tragedy strikes. From probate nightmares to illiquid home equity, Bryan lays out why the $84 trillion great wealth transfer is heading for disaster without better planning — and what Forward Inheritance is doing to fix it.

 

Four Key Takeaways:
[7:02 ] Most families are dangerously unprepared: Only about 40% of homeowners have a trust and will. That means 60% of homes could end up in probate, costing families years and thousands of dollars.
[9:35] The inheritance conversation isn't about money : Avoiding mortality talk is understandable, but delaying the planning conversation only makes things harder. Start with paperwork, not dollars.
[17:39] Inheritance is arriving too late: As parents live longer and stay in their homes, heirs are receiving inheritance in their 60s instead of their 30s — exactly when they need it least. Forward Inheritance unlocks illiquid home equity tax-free for the next generation with no monthly payments and no money leaving the parents' account.
[16:20] The family can be the bank: Through intrafamily loans documented on the platform, families can keep wealth circulating internally at low interest rates, rather than sending it to a bank.

 

Quote of the Show (11:49):
"Let's stop the intergenerational trauma of bad financial advice going down. We can stop this. We can do better. We can help our families move forward." – Bryan Walley

 

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Ways to connect withBryan Walley:
LinkedIn:https://www.linkedin.com/in/btwalley

Company Website: https://www.forwardinheritance.com/ 

 

How to get more Disruption/Interruption: 

Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption

Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755

Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD

Bryan Walley, co-founder and CEO of Forward Inheritance, joins host KJ to challenge the broken status quo of wealth transfer in America. Bryan shares how a personal reckoning with his own father's estate planning &mdash; or lack thereof &mdash; sparked a fintech solution designed to help families organize, communicate, and access their inheritance before tragedy strikes. From probate nightmares to illiquid home equity, Bryan lays out why the $84 trillion great wealth transfer is heading for disaster without better planning &mdash; and what Forward Inheritance is doing to fix it.
&nbsp;
Four Key Takeaways:
<ol>
<li>[7:02 ] Most families are dangerously unprepared: Only about 40% of homeowners have a trust and will. That means 60% of homes could end up in probate, costing families years and thousands of dollars.</li>
<li>[9:35] The inheritance conversation isn't about money : Avoiding mortality talk is understandable, but delaying the planning conversation only makes things harder. Start with paperwork, not dollars.</li>
<li>[17:39] Inheritance is arriving too late: As parents live longer and stay in their homes, heirs are receiving inheritance in their 60s instead of their 30s &mdash; exactly when they need it least. Forward Inheritance unlocks illiquid home equity tax-free for the next generation with no monthly payments and no money leaving the parents' account.</li>
<li>[16:20] The family can be the bank: Through intrafamily loans documented on the platform, families can keep wealth circulating internally at low interest rates, rather than sending it to a bank.</li>
</ol>
&nbsp;
Quote of the Show (11:49): "Let's stop the intergenerational trauma of bad financial advice going down. We can stop this. We can do better. We can help our families move forward." &ndash; Bryan Walley
&nbsp;
Join our Anti-PR newsletter where we&rsquo;re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome.
&nbsp;
Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: <a href="https://info.jotopr.com/free-anti-pr-eval">https://info.jotopr.com/free-anti-pr-eval</a>
&nbsp;
Ways to connect with Bryan Walley: LinkedIn: <a href="https://www.linkedin.com/in/btwalley">https://www.linkedin.com/in/btwalley</a>
Company Website:&nbsp;<a href="https://www.forwardinheritance.com/">https://www.forwardinheritance.com/</a>&nbsp;
&nbsp;
How to get more Disruption/Interruption:&nbsp;
Amazon Music - <a href="https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption">https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption</a>
Apple Podcast - <a href="https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755">https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755</a>
Spotify - <a href="https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD">https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD</a>

When did you say ”THAT’S IT! I’VE HAD IT!”? Time to Disrupt and Interrupt with host Karla Jo. Every week KJ interviews professionals who are disrupting their industries and altering economic networks that have been antiquated with bull-headed predecessors holding up the progress.

KJ delves into uncovering more from industry rebels and innovators that you didn’t know you needed in your life.