• The Wealthiest Generation

  • Sep 26 2024
  • Length: 28 mins
  • Podcast

The Wealthiest Generation

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  • Summary

  • Millennials stand to become the wealthiest generation in history when they receive inherited money from their parents, the baby boomers, who are retiring now. Pat and Jesse look at how this group of people can benefit from this wealth, and ways it can be passed to them in the most efficient way possible, especially regarding taxes. In the second part of the podcast, Pat joins Melody Schwoerer to talk Medicare as open enrollment gets closer.
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