Winning Retirement Radio

This week, it’s all about this powerful statistic: nearly 70% of family wealth is lost by the second generation, and 90% by the third. So why does that happen? Greg and Kristin break down the biggest reasons families lose wealth over time, including a lack of communication, a lack of financial education, and failing to pass down values along with money. You’ll also hear real-life stories about clients—both the successes and the struggles of wealth transfer—and learn how open conversations, proper planning, and intentional legacy-building can make all the difference. Because in the end, your legacy isn’t just about the money you leave behind—it’s about the impact you make while you’re here.