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Strategies to Facilitate Intergenerational Wealth Transfers
In this series, Vince and a line-up of industry experts discuss the nuances of retirement and leaving a legacy, with specific intergenerational wealth transfer strategies that work for advisors and their clients.
Host: Vince Scully
Featuring: Ruth Stringer, Emily Guy Birken, Eric Brotman, Les McGuire, Michael Bova, Grant Hackett, Felipe Araujo and Eric J. Weigel
Strategies to Facilitate Intergenerational Wealth Transfers #1
Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the …
Strategies to Facilitate Intergenerational Wealth Transfers #2
Emily Guy Birken is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor …
Strategies to Facilitate Intergenerational Wealth Transfers #3
Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at …
Strategies to Facilitate Intergenerational Wealth Transfers #4
Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and …
Strategies to Facilitate Intergenerational Wealth Transfers #5
Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
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AdviceTech Podcast #107 – Otto Finance
This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …