Navigating the $100 Trillion Handover: Boomers to Gen Z

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The Rich Dad Channel

April 11, 2024

In this episode of the Cashflow Academy Podcast, host Andy Tanner talks with investment banker Ken Costa about the significant wealth and power shift from Baby Boomers to Generation Z.

Costa, with his extensive background in global finance and author of the book ‘How the Handover from Boomers to Generation Z Will Revolutionize Capitalism,’ discusses the implications of this transfer for capitalism and society. He emphasizes the importance of understanding and leveraging this shift to foster a cooperative and productive future between generations.

The discussion dissects the role of technology, social media, and the evolving values shaping investment and economic trends. Costa advocates for a ‘co-destiny’ approach, where mutual understanding and learning between generations can lead to more informed, ethical, and successful financial strategies. Tanner and Costa also touch on the challenges and opportunities that come with this generational transition, including addressing climate change, social inequalities, and the urgent need to adapt investment practices to align with the priorities of younger generations.

More from Andy Tanner:

00:00 Introduction
00:21 Meet Ken Costa: A Global Perspective on Finance and Generational Wealth
01:23 The Power and Challenges of Generation Z
03:20 The 100 Trillion Wealth Transfer: A Deep Dive
11:34 Investment Insights and the Future of Capitalism
17:21 Bridging Generational Divides: A Vision for Co-Destiny
22:17 Investment Strategies in a Changing World
29:05 Final Thoughts and the Importance of Learning Across Generations
31:06 Resources


Disclaimer: The information provided in this video is for educational and informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any financial instrument or engage in any financial activity.

The content presented here is based on the speaker’s personal opinions and research, which may not always be accurate or up-to-date. Financial markets and investments carry inherent risks, and individuals should conduct their own research and seek professional advice before making any financial decisions.

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