Women & The Great Wealth Transfer: A $48 Trillion Opportunity
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Women & The Great Wealth Transfer: A $48 Trillion Opportunity
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About this listen
By 2048, women are projected to inherit a staggering $48 trillion from their spouses as part of the Great Wealth Transfer. Yet, many financial professionals are still failing to plan with women in mind. What's up with that?!? In this episode, we unpack the overlooked role of women in wealth planning, the consequences of excluding them, and the critical steps advisors and families must take to ensure women are supported and empowered to make informed financial decisions. This is more than a trend—it’s a shift that demands urgent attention.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.