Baby Boomers own about half of the US wealth right now, and with them aging and transferring their wealth to their heirs, this brings up a big question - what is going to happen to the markets? 

Paul Moffat, CEO and Founder of Arista Wealth Management, shares more about what the Great Wealth Transfer is, and what this means for the financial industry.

In this episode:

• What is the great wealth transfer?
• How will the great wealth transfer impact the markets?
• The implications and downsides of this transfer. 
• The different ways that generations spend money. 
• Advice for having money conversations with your family.  
• The importance of becoming more educated about money 

If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970

Connect with Arista Wealth:

Website: https://www.aristawealth.com

Email: support@aristawealth.com

Call our office: 702-309-9970

The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.

Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. 

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