Spend It Now or Save It for the Kids? The New Reality of the Great Wealth Transfer

The "Great Wealth Transfer" may not look the way we expected - and the stories might surprise you. After embracing the holiday season, we discuss how the "Great Wealth Transfer" is happening - but not exactly how the headlines predicted. Greg and Kristen unpack a new Charles Schwab study showing that many high-net-worth Baby Boomers are choosing to enjoy their money now rather than pass it all…