Shows
Planet Wealth: Fortunes of the BraveE6: Rachel Darivoff: The Great Wealth Transfer: Empowering a New Generation of InvestorsIn this episode, Lance welcomes Rachel Darivoff, Brand Strategy Director at Design Bridge and Partners, to explore the Great Wealth Transfer—an $84 trillion shift from Baby Boomers to Gen Z and Millennials. She explains how this massive financial transition is driving younger generations away from traditional financial institutions toward digital-first experiences and personalized financial solutions. Rachel debunks common misconceptions about the Great Wealth Transfer and highlights how younger investors are building wealth through alternative investments and financial platforms like Robinhood and Coinbase. Rachel also examines the evolving financial priorities of younger consumers, emphasizing the rise of female fin...2025-03-2427 min