EP 57: Largest Wealth Transfer In History In this episode's Unsolicited Advice, we talk about the massive wealth transfer coming over the next two decades—and why waiting may not always be the best strategy. With trillions of dollars set to move from parents to their children, this episode explores how homeowners can use smart mortgage strategies to help their kids get into the housing market sooner, rather than later. We discuss why paying rent versus building equity matters, how home equity can be accessed strategically, and why "good debt" can be a powerful financial tool. If you've ever wondered how to support the next generation without sacrificing your own financial security, this episode offers a fresh perspective on timing, opportunity, and intentional planning. Key Points for Podcast Hosting Platforms The largest wealth transfer in history and what it means for homeowners Why helping children earlier may create more long-term value Rent vs. mortgage payments and building equity sooner Using refinancing, HELOCs, or reverse mortgages strategically Unlocking home equity without impacting monthly cash flow How strategic debt can support family financial goals Timing wealth transfers to maximize opportunity Helping the next generation enter the housing market in a buyer's market Primary SEO Keywords wealth transfer planning, helping kids buy a home, using home equity to help children, mortgage strategies for families, intergenerational wealth transfer In this episode's Unsolicited Advice, we talk about the massive wealth transfer coming over the next two decades—and why waiting may not always be the best strategy. With trillions of dollars set to move from parents to their children, this episode explores how homeowners can use smart mortgage strategies to help their kids get into the housing market sooner, rather than later. We discuss why paying rent versus building equity matters, how home equity can be accessed strategically, and why "good debt" can be a powerful financial tool. If you've ever wondered how to support the next generation without sacrificing your own financial security, this episode offers a fresh perspective on timing, opportunity, and intentional planning. Key Points for Podcast Hosting Platforms The largest wealth transfer in history and what it means for homeowners Why helping children earlier may create more long-term value Rent vs. mortgage payments and building equity sooner Using refinancing, HELOCs, or reverse mortgages strategically Unlocking home equity without impacting monthly cash flow How strategic debt can support family financial goals Timing wealth transfers to maximize opportunity Helping the next generation enter the housing market in a buyer's market Primary SEO Keywords wealth transfer planning, helping kids buy a home, using home equity to help children, mortgage strategies for families, intergenerational wealth transfer
