Education Center: https://bit.ly/3L5gtU1 Meet with Us: https://bit.ly/4owBVQF Retirement Checklist: https://bit.ly/435m2rv Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1 The Great Wealth Transfer Is Upon Us https://youtu.be/gJaz5xMAU0k?si=UkDIsSQjLbhxqDaj Sources: Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048 https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048 This WSJ Poll Reveals a Huge Gender Gap on the Economy https://www.wsj.com/video/series/news-explainers/this-wsj-poll-reveals-a-huge-gender-gap-on-the-economy/105E7856-6FBB-4D23-A76A-8CC565719A7E?mod=Searchresults&pos=1&page=1 Money Stress Is Hurting Women's Overall Health https://www.ellevest.com/magazine/ellevest-financial-wellness-survey Fed Data: https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart/#range:1989.3,2024.1;quarter:138;series:Assets;demographic:generation;population:all;units:levels USA Today Study: https://www.usatoday.com/money/blueprint/credit-cards/study-great-wealth-transfer-plans/ Ramsey Solutions Article: https://www.ramseysolutions.com/retirement/how-many-millionaires-actually-inherited-their-wealth ________________________________________________________ Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC. The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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