Latest / The Great Wealth Transfer

Why Most Inheritance Conversations Fail Before They Even Start | Ali Katz
You've been trying to have the inheritance conversation with your parents, and it's not going well. Or you're afraid it won't.
In this solo episode, Ali Katz breaks down why that conversation keeps stalling or backfiring, and lays out the three things that actually rebuild trust: commitment, curiosity, and collaboration. She gets personal about the resentment and judgment she had to work through with her own mother before she could commit to caring for her, and walks through a real example from her podcast conversation with Keith and his dad, where getting curious about why he "liked…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.