One of the most important topics in wealth management right now revolves around the imminent transfer of significant wealth – trillions by many widely used industry estimate from the “boomers” to their children and grandchildren. One of the key talking points in this conversation centers on the thesis that Gen Z may be thinking about money differently than prior cohorts. In this episode we do a very unscientific look into this topic and converse with two late 20-somethings about how they think about money and savings. We think you will be surprised by some of their answers. No suit, no ties, no questions left unasked, Market Makers IL is a financial podcast where we will bring you conversations about shekels and stories about Success in the Israeli market. Hosted by Joseph Wolf and Michael Dadoun https://www.linkedin.com/in/joseph-wolf-ta/ https://www.linkedin.com/in/michael-dadoun-80b25618/

In this episode of Market Makers IL, Michael and Joseph do a deep dive on financial products. They examine the categories of products on the shelf from stocks to bonds to funds to Alternatives and take the time to define them and address issues of resilience and balance. If you have limited knowledge of financial products, this one’s for you. If you are a financial products expert, you’ll probably still find their explanations and experiences entertaining and illuminating.

Hosted by Joseph Wolf and Michael Dadoun

https://www.linkedin.com/in/joseph-wolf-ta/

https://www.linkedin.com/in/michael-dadoun-80b25618/ Produced by DABRU Podcasts

In this episode Joseph and Michael focus on the relationships and expectations between prospects and client relationship officers. The relationship starts with an open dialog that matches client expectations and financial goals with the appropriate risk profile. Of course the most important rule to live by is that the client is always correct. Hosted by Joseph Wolf and Michael Dadoun https://www.linkedin.com/in/joseph-wolf-ta/

https://www.linkedin.com/in/michael-dadoun-80b25618/ Produced by DABRU Podcasts