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Retirement lessons from Baby Boomers and the Great Wealth Transfer
As we continue our five-episode series on retirement and investment strategies across different generations, this episode focuses on Baby Boomers—many of whom are already retired or preparing for retirement. Another major trend is increasingly reshaping the financial landscape: The Great Wealth Transfer. According to research from Cerulli Associates, an estimated $124 trillion in wealth is expected to be transferred between 2024 and 2048, with approximately $79 trillion coming from Baby Boomer households. Tom Duncan (Senior Director of Advanced Consulting Group) and Ben Ayers (Nationwide AVP…
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