February 1, 2023

Strategies to Facilitate Intergenerational Wealth Transfers #2


Strategies to Facilitate Intergenerational Wealth Transfers

Share :


Emily is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor at BFG Financial Advisors. Vince talks all things retirement with Emily and Eric, including the right time to retire, flexibility in retirement, and dealing with longevity risk.

Emily Guy Birken LinkedIn
Emily Guy Birken Website

Eric Brotman LinkedIn
BFG Financial Advisors Website

Visit Generation Life to find out more about their market leading innovations in tax effective investment and retirement solutions.

Join the Ensombl platform:
App Store
Google Play

Listen to the podcast on the links below or on your favourite platform

You can get a transcript of this podcast

General disclaimer for this podcast and all XY Education podcasts

DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.