Shows / The Great Wealth Transfer
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…
Episodes
The Great Wealth TransferThe 8 Places I Invest My Money Before Crypto or Stocks | Ali Katz
Most people aren't going to change a thing, and they're going to wind up regretting it. In this solo episode, Ali Katz walks through four moves to make every…
The Great Wealth TransferCan Independent Candidates Break America's Two-Party System? | Brian Bengs
"It will be such a great day when we don't have party politics at all and we just can elect independent American citizens to our government." In this episode…
The Great Wealth TransferThe Two-Party System Is the Inheritance Nobody Asked For | Ali Katz
We inherited a two-party system, but we do not have to pass it on. In this solo episode, Ali Katz talks about the inheritance that does not show up in a will…
The Great Wealth TransferWhat Happens When Money Stops Being the Goal? | Ryan Levesque
I know how to make money, but what happens when money doesn't matter? In this episode, Ali Katz talks with Ryan Levesque, creator of the ASK Method and author…
The Great Wealth TransferWhy 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…
The Great Wealth TransferI Was Attacked On A Hater Website For 10 Years, Then My Kids Found It | Ali Katz
I was featured on a hater website for nearly ten years. Not a single post, not a single comment. A full website. In this solo episode, Ali Katz gets personal…
The Great Wealth TransferI Made The Inc 5000 7 Times. Here are 7 Lessons I Learned | Ali Katz
My company New Law Business Model made the Inc. 5000 for the seventh time. But the biggest lessons I've learned came from the two years we didn't make it. In…
The Great Wealth TransferThe Legal Tool Families Use to Keep the House Safe | Ali Katz
The Washington Post just told thousands of American families something they didn't want to hear. Ali Katz read the same numbers and found the one thing missing…
The Great Wealth TransferYou're Not Bad With Money. The System Is Mining You | Ali Katz
You're not bad with money. It's just the way the system is designed, and the people who have the most often have it the worst. In this solo episode, Ali Katz…
The Great Wealth TransferHow to Give Away Your Assets Without Losing Them. | Ali Katz
Dan Martell just posted about a $3.6 billion exit. Ali Katz read it and asked one question nobody else did: whose name was that investment actually in? In this…
The Great Wealth TransferFamily Wealth Manager: The Boom-Bust Rule Every Investor Ignores | Keith Alpert
Keith Alpert spent most of his life with almost no view into his family's wealth — until a single conversation turned him into the full-time steward of his…
The Great Wealth TransferThe Real Time to Build a Family Office Is When You Think You Don't Need One | Ali Katz
Over $1 million lost, an IRS audit two years after her divorce, and a lawsuit she couldn't afford to fight — Ali Katz gets brutally honest about the belief…
The Great Wealth TransferI Had Million Dollar Businesses and Still Felt Broke | Ali Katz
$124 trillion is moving from one generation to the next — and if you think that's a billionaire problem, think again. In this solo episode, Ali Katz breaks…