The Biggest Wealth Transfer In History Is About To Happen
2024/9/27
George Kamel
主
主持人
专注于电动车和能源领域的播客主持人和内容创作者。
主持人：本期节目讨论了即将发生的史上最大规模的财富转移，即婴儿潮一代将巨额财富转移给千禧一代和Z一代。这笔财富预计高达84万亿美元，其中千禧一代预计每年将获得2.5万亿美元的遗产，而Z一代预计每年将获得1万亿美元。节目强调了在继承遗产之前制定周全理财计划的重要性，建议将遗产用于偿还债务、建立应急基金、投资等方面，并根据自身财务状况制定相应的计划。此外，节目还强调了组建专业的理财团队，制定遗嘱等遗产规划的重要性，以及尽早与家人讨论遗产规划和传承问题，将家庭价值观融入遗产规划中。节目最后指出，遗产传承不仅包括金钱，更重要的是价值观和原则的传承，并鼓励人们即使现在开始规划也不晚，仍然可以建立财富并留下宝贵的遗产。
Deep Dive
Millennials are poised to inherit over $84 trillion from their boomer parents, potentially reshaping markets and industries. This wealth transfer isn't solely for millennials; Gen X and Gen Z will also receive significant inheritances, peaking in the mid-2040s.
- Millennials are set to inherit $84 trillion.
- Gen X will inherit close to $1 trillion annually.
- Gen Z will inherit $1 trillion annually by 2045.
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