Australia is on the brink of the largest intergenerational wealth transfer ever. Between $3.8 and $5 trillion will move from boomers to the next generation. Women will inherit 65% of it.

In this episode of My Happy Money Journey, Phoebe dives into the realities of inheritance:

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  Why women inherit more, later in life

  
  


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  How divorce, blended families, and “the eldest daughter effect” complicate things

  
  


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  The sandwich generation’s struggle caring for parents while still supporting kids

  
  


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  The rise of the Bank of Mum and Dad and the risks of living inheritances

  
  


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  Why open conversations prevent conflict and even elder abuse

  
  


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  The tax traps you need to know about (CGT, super, property sales)

  
  


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  Why testamentary trusts aren’t just for the rich

  
  


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  And how to find the right financial adviser in a shrinking market

  
  

Phoebe shares stats, stories, and strategies to help women not just receive money but truly own it.

Sponsor:

This episode is brought to you by Entourage Finance & Property: helping Australians grow wealth through property, lending, and advice. Forest Superfoods

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