# The Great Wealth Transfer Part 1: The Importance of Preparing Now

Page: https://stenobird.com/podcast/your-money-your-mission-6419361/the-great-wealth-transfer-part-1-the-importance-of-preparing-now
Text version: https://stenobird.com/podcast/your-money-your-mission-6419361/the-great-wealth-transfer-part-1-the-importance-of-preparing-now.md
Podcast: [Your Money. Your Mission.](https://stenobird.com/podcast/your-money-your-mission-6419361)
Published: 2026-06-15T09:00:00+00:00
Episode link: https://www.buzzsprout.com/2202552/episodes/19289101-the-great-wealth-transfer-part-1-the-importance-of-preparing-now.mp3
Audio file: https://www.buzzsprout.com/2202552/episodes/19289101-the-great-wealth-transfer-part-1-the-importance-of-preparing-now.mp3
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Duration seconds: 2163

## Resource

In this episode of the Your Money Your Mission podcast, host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with SVP Director of Wealth Strategy, Joe Maier and SVP Private Client Banking Leader, Jackie Ruppel to unpack what the Great Wealth Transfer actually means. From the fear of raising entitled kids to the power of the family meeting, this episode is a candid, research-backed conversation about what it takes to transfer not just assets but the values and purpose that built them. ...

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## Transcript

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