Transcript for Episode 21
Published May 23, 2023
The Who sang about “My Generation,” back in the ‘60s, but today the focus is on the Next Generation. We’re in the midst of a massive age wave, with trillions of dollars passing from one generation to the next. Two guests join the podcast – Brien Biondi, CEO of Campden Wealth North America and IPI and Belinda Herzig, senior wealth strategist for BNY Mellon Wealth Management – to shed light on the attitudes and experiences on the next generation of wealth holders.
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