Ep 10: Advisor Strategies for Multigenerational Wealth
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Ep 10: Advisor Strategies for Multigenerational Wealth
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Transferring wealth across generations requires intentional planning and proactive family engagement. In this episode of Accumulation to Activation, Mike McGlothlin and Tim Ash discuss multigenerational planning strategies designed to help financial advisors retain assets and strengthen long‑term client relationships.
The conversation explores why assets are often lost during generational transitions, the importance of involving spouses and heirs early, and how asset ownership, beneficiary alignment, and tax considerations—especially around qualified retirement assets—can shape outcomes. Mike and Tim also share educational insights on using annuities and life insurance as planning tools to support income, legacy goals, and continuity across generations.
Designed for financial professionals, this episode offers practical ideas to help advisors improve retention, navigate complex family dynamics, and position themselves as trusted, long‑term resources for the families they serve.
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