The biggest wealth transfer in history is already underway—but is the next generation ready for it? In this episode, Matt Eilers explores how families can prepare for passing down assets and the important conversations that often get delayed. He discusses the difference between “live-on” money and “leave-on” money, why inheritance can sometimes create unexpected challenges, and how communication can help families navigate future financial decisions. The conversation highlights the importance of aligning legacy goals with a broader retirement strategy while helping loved ones understand what may eventually be passed on.

Ready to get out of the rough and get your retirement plan in place? Contact Matt today!

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