The Great Wealth Transfer

Between now and 2048, roughly $124 trillion will pass between generations. Most people assume that's a billionaire story. It isn't. Nearly half of it moves through ordinary families with a home, a retirement account, a small business, some land, and no plan. The Great Wealth Transfer is about what happens to that money, and what it takes to make sure it reaches the people you love instead of disappearing before it gets there. Host Ali Katz has spent twenty years as a Personal Family Lawyer and Family Wealth Advisor. She began her career at Charlie Munger's law firm building the legal and financial machinery that keeps the wealthiest families in America wealthy, then spent the next two decades making that same infrastructure available to everyone else. Each episode takes on the things families get wrong about money and rarely talk about out loud. Why estate planning fails when it's built for death instead of life. How the cost of long-term care quietly eats an inheritance before anyone notices. What a trust actually does, and why the best time to use one is while an asset is still small enough to ignore. Why the feeling that you're bad with money was installed, and who profits from it. And how to have the conversation with your parents, or your children, while everyone is still here to have it. This is not about becoming rich enough to matter. It's about deciding that what you already have is worth seeing. New episodes weekly.

The Great Wealth Transfer is a general podcast hosted by Unknown Host, with 4 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Great Wealth Transfer, a general show with 4 episodes published.

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  The Great Wealth Transfer

  You're Not Bad With Money. The System Is Mining You | Ali Katz

  Aug 19, 202612 minS0

  <p >You're not bad with money. It's just the way the system is designed, and the people who have the most often have it the worst.</p> <p >In this solo episode, Ali Katz names the term she coined for the feeling of never having enough regardless of the number in your account: money dysmorphia. She traces it back to feeling broke at six figures and still broke running 2x Million Dollar businesses, then breaks down why the system is built to extract from you rather than serve you, drawing on ideas from her friend Lisa Peterson (CFP, author of...

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  The Great Wealth Transfer

  How to Give Away Your Assets Without Losing Them. | Ali Katz

  Aug 12, 202615 minS0

  <p >Dan Martell just posted about a $3.6 billion exit. Ali Katz read it and asked one question nobody else did: whose name was that investment actually in?</p> <p >In this solo episode, Ali uses Dan Martell's Intercom exit as the entry point into a mistake most people make without realizing it, holding growing assets in their own name instead of protecting them as they grow. She gets personal about what that mistake cost her: a handshake deal with an employee that turned into a lawsuit, ten thousand dollars out of pocket immediately, and fifty thousand more in legal fees...

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  The Great Wealth Transfer

  Family Wealth Manager: The Boom-Bust Rule Every Investor Ignores | Keith Alpert

  Aug 5, 202651 minS0

  <p >Keith Alpert spent most of his life with almost no view into his family's wealth — until a single conversation turned him into the full-time steward of his father's estate. Six years, and one $100 trillion generational wealth transfer later, Keith opens up about what it actually takes to manage a family fortune: the week-long inventory that started it all, the "gold digger" email that blew up trust in his own family, and the exact conversation he now recommends every adult child have with their parents before it's too late.</p> <p >In this episode, you'll learn:</p> <p >Why the fi...

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  The Great Wealth Transfer

  The Real Time to Build a Family Office Is When You Think You Don't Need One | Ali Katz

  Jul 29, 202616 minS0

  <p >Over $1 million lost, an IRS audit two years after her divorce, and a lawsuit she couldn't afford to fight — Ali Katz gets brutally honest about the belief that cost her the most.</p> <p >In this solo episode, Ali breaks down the belief that quietly cost her the most: "this doesn't apply to me." Despite starting her career working on tax transactions for Warren Buffett and Charlie Munger's law firm, she didn't think legal, insurance, financial, or tax planning applied to her own life — a belief rooted in growing up as the "poor" family in a wealthy Miami community. That...

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  The Great Wealth Transfer

  I Had Million Dollar Businesses and Still Felt Broke | Ali Katz

  Jul 29, 202616 minS0

  <p >$124 trillion is moving from one generation to the next — and if you think that's a billionaire problem, think again.</p> <p >In this solo episode, Ali Katz breaks down money dysmorphia: the distorted relationship with wealth that keeps people feeling broke no matter how much they make. She shares her own story of feeling broke while earning $165,000 a year as a lawyer — and again while running $2 million businesses — and explains why $1–$30 million in family wealth counts as rich, even when it doesn't feel that way.</p> <p >Ali also gets practical, walking through why most people never take real ownershi...

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