The Great Wealth Transfer with Ali Katz

Most people speaking about the Great Wealth Transfer treat it as a tragedy waiting to happen.

Wealth lost, families broken, taxes paid, conflicts that will tear families apart. And while I speak on all of that, of course, and the framing is true, it's also just one side of the coin, and a limited one at that.

The other side, and the focus of the Great Wealth Transfer podcast, is that we are stepping into the largest opportunity in living memory: to create what wealth means for the next century, to fund the post-extractive, regenerative future economy that improves quality of life for all, that integrates families who have not yet had a chance to truly thrive, to transmit wisdom that compounds across generations, and to die not just in peace, but truly satisfied.

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Over the next two decades, the greatest transition of wealth we’ve ever seen will occur, and we are all going to be impacted by it.

An estimated $100 trillion will pass from one generation to the next, and most of us aren't ready.

Whether you are inheriting a little, a lot, a whole bunch of debt and trauma, or your parents have already passed, how we choose to navigate this time will determine our future for generations to come.

Even if future generations seem too far away and you're focused on the now, I get you. And I promise, your own quality of life will be impacted by your choices in this moment.

The Great Wealth Transfer podcast will be your guide to make what we call “eyes wide open” choices about your future.

If we continue to operate as we always have:

• We could miss the greatest opportunity of our lifetimes to steward a future reality, and a life truly worth living.
• The people you love will be scrambling when something happens to you.
• You could end up lost and confused in the midst of grief when your parents die, or struggling to figure things out when they need more support than you expected. Yes, that could mean your parents are moving in with you.
• Your stepparent could inherit what you expected would come to you, leading to years of conflict, broken relationships, or missed opportunities.
• Your business partners will die, leaving behind a wake of unintended consequences that you’ll be the one to deal with.
• The wealth gap will continue to grow, and you could end up on the wrong side of it. The wealth that was meant to transfer in a good way? Often, it won't.

The Great Wealth Transfer podcast is on a mission to change that.

The host of the show, Ali Katz, is the founder of New Law Business Model, through which she has trained and licensed a growing network of more than 800 Personal Family Lawyer firms practicing across the US and Canada. This army of lawyers is devoted to helping families thrive through the Great Wealth Transfer, and beyond.

In Ali’s words: “$100 trillion is at stake, and I'm going to do all I can to make sure we use it wisely.”

Ali speaks with guests who open up about the money conversations they've never had out loud. Not just experts. Real people, leaders, and everyday families, all navigating this moment in real time.

Ali has spent two decades helping families get this right. She's also seen what happens when they don't.

You'll want to listen before you need to. Before a parent gets sick. Before a family member dies without a plan. Before a house gets tied up in court for years and a relationship doesn't survive it.

To navigate the massive opportunity we have right now to create the best possible future for ourselves, and future generations.

Episode by episode, real people sit down with Ali and walk away knowing things about their family's future they wish they'd known years ago, and knowing what to do next.

If you've ever thought “I should really get my affairs in order,” or “I can sense change, and I need to know how to navigate it in the best way possible,” the Great Wealth Transfer is the show you’ve been wanting.

Listen in, and make good choices with your eyes wide open.