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Why the Great Wealth Transfer Isn't What You Think It Is⎥Ep. 2134

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Manage episode 494612798 series 2620646
Content provided by Opes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Opes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We’ve all heard about the so-called “Great Wealth Transfer” — $1.6 trillion expected to pass from Baby Boomers to the next generation. But does that mean you’re about to inherit a fortune? Not quite.

In this episode, we unpack what’s really going on with inheritances in New Zealand and why some people might be sorely disappointed.

You’ll learn:

  • Why the average Kiwi probably won’t see a cent from that $1.6 trillion
  • How wealth is concentrated among a small group of families
  • Why relying on an inheritance could be a risky retirement strategy

As part of this you should also think about NZ Super. And how much is nz super per fortnight.

Don't forget to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠create your free Opes+ account here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

For more from Opes Partners:

  continue reading

2220 episodes

Artwork
iconShare
 
Manage episode 494612798 series 2620646
Content provided by Opes Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Opes Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We’ve all heard about the so-called “Great Wealth Transfer” — $1.6 trillion expected to pass from Baby Boomers to the next generation. But does that mean you’re about to inherit a fortune? Not quite.

In this episode, we unpack what’s really going on with inheritances in New Zealand and why some people might be sorely disappointed.

You’ll learn:

  • Why the average Kiwi probably won’t see a cent from that $1.6 trillion
  • How wealth is concentrated among a small group of families
  • Why relying on an inheritance could be a risky retirement strategy

As part of this you should also think about NZ Super. And how much is nz super per fortnight.

Don't forget to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠create your free Opes+ account here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

For more from Opes Partners:

  continue reading

2220 episodes

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