You & Your Money

Author: WHZ Strategic Wealth Advisors

Language: en-us

Genres: Business, Education, Investing

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Business Succession and Family Wealth Planning | Getting Ahead of The Great Wealth Transfer
Episode 16
Wednesday, 29 April, 2026

Business owners: find out how to position yourself and your business for the Great Wealth Transfer.In this final episode of our Getting Ahead of the Great Wealth Transfer podcast series, our financial partners along with business succession advisor Kevin T. Lewis, founder of Rocklobs Advisory, share the specific strategies that business owners should put into place now, and in the years leading up to succession.- Subscribe to the You and Your Money podcast- Follow us on Facebook, Instagram, LinkedIn and YouTube- See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com