In this episode of Horizon Advisers Unleashed, Ryan Kus, Alex Dinser, and Andrew Hinrichs explore one of the most significant financial shifts of our time: The Great Wealth Transfer. With an estimated $84 trillion expected to change hands over the next two decades, this monumental event will reshape generational wealth dynamics across the United States.

Tune in as the hosts break down:

• What Gen X Can Expect: As the first beneficiaries of this transfer, how prepared is this generation to manage inheritances? What role do estate taxes, investment strategies, and financial advisors play in maximizing their newfound assets?
• Millennials in the Middle: With many entering their peak earning years, Millennials face unique challenges balancing personal financial growth with potential inheritances. How can they use this wealth to pay down debts, invest, or plan for their own families?
• Gen Z's Future Windfall: For the youngest generation, this transfer represents long-term potential. What financial literacy skills and strategies should they adopt now to responsibly manage this wealth in the future?

The team also discusses practical steps for all generations to ensure this wealth is preserved, grown, and used effectively, including tips on estate planning, trust structures, and navigating family dynamics.

Whether you’re set to receive an inheritance or planning to pass wealth to the next generation, this episode is packed with insights to help you stay ahead.

🎧 Listen now and prepare for the financial opportunity of a lifetime!