The Great Wealth Transfer will pass on 84 TRILLION dollars in the next 20 years...

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Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about one of the most important market factors in recent history: the upcoming "Great Wealth Transfer" that will pass over 80 TRILLION dollars to younger generations. Statistics say most people are not prepared to effectively manage a financial windfall. Learn how to be prepared so you can avoid the common pitfalls of inheritors. All Information is educational in its intent and distribution! Please do not consider this personal financial advice- we believe all clients have unique situations and thus require unique advice.