Baby Boomers Prepare: MASSIVE Transfer Of Wealth Has Begun

Brad Lineberger, CFP®, and guest Vince Tiseo, Global Head of Business Strategy for Goldman Sachs, discuss how to prepare yourself and your family for the biggest transfer of wealth in American history. What do you want your legacy to be? Who's important to you? How do you leave money to your loved ones and not the IRS? Does transferring wealth also mean transferring values? Brad and Vince dig into all of that in this important conversation for all retirees.

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