- All Episodes
- Episode 40: January 1, 2030: The Big Bang of Retirement Planning
Jul 7, 2023
- The greatest transfer of wealth in American history,
approximately $84 trillion, has begun and will peak in the
- Gen X will begin retiring next decade, just as Social Security
and Medicare will likely need substantial reforms.
- A significant number of today's financial advisors will be
exiting the business in the next ten years.