#wealth-transfer

#wealth-transfer

As a wealth advisor, I've noticed that my clients often have two reactions to meetings with me. They come out relieved, and even say "That felt like therapy." Or, they emerge worried that they shared too much. Money is really hard to talk about. So is death. It's no wonder that planning for inheritance is fraught for many families. That's why I decided to become a certified financial therapist in addition to a wealth advisor.

Possibly advisors don't prioritize Gen Xers because they carry more credit card debt than any other generation. Or maybe it's because they are struggling to raise their children and put them through college while simultaneously taking care of aging parents. Younger Gen Xers are in mid-career, still paying off their student loans. As they age, many will have adult children returning to the nest.

The generational transfer of nearly $124 trillion in assets over 25 years will profoundly impact families, advisers, businesses, and every segment of the financial industry.

Women are often the charitable decision makers already in their families, and we see that trend continuing as women have more resources and more responsibilities.

This isn't just another fund-it's potentially a game-changer for serious Bitcoin investors looking to build generational wealth.