Australia is on the brink of the largest intergenerational wealth transfer ever. Between $3.8 and $5 trillion will move from boomers to the next generation. Women will inherit 65% of it.
In this episode of My Happy Money Journey, Phoebe dives into the realities of inheritance:
Why women inherit more, later in life
How divorce, blended families, and “the eldest daughter effect” complicate things
The sandwich generation’s struggle caring for parents while still supporting kids
The rise of the Bank of Mum and Dad and the risks of living inheritances
Why open conversations prevent conflict and even elder abuse
The tax traps you need to know about (CGT, super, property sales)
Why testamentary trusts aren’t just for the rich
And how to find the right financial adviser in a shrinking market
Phoebe shares stats, stories, and strategies to help women not just receive money but truly own it.
Sponsor:
This episode is brought to you by Entourage Finance & Property: helping Australians grow wealth through property, lending, and advice. Forest Superfoods
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