Understanding the ‘Great Wealth Transfer’ with Alloy Wealth Management

In this segment, Mark Henry breaks down “the Great Wealth Transfer”—the $30 trillion wave expected to pass from Baby Boomers over the coming years—and why women are poised to be its biggest beneficiaries. He explains how to turn an inheritance into lasting progress: start by eliminating high-interest debt, build an emergency fund, and reassess retirement (including whether Roth accounts make sense). Mark stresses that real financial planning isn’t cookie-cutter: it begins with your goals and values—how you want this money to enrich your life and the lives of others—and then builds a plan you clearly understand. He also shares what to look for in a professional partner: a Certified Financial Planner™ acting as a fiduciary, who communicates plainly and listens first. Bottom line: it’s your money; use it intentionally, tax-efficiently, and on your terms.