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The Great Wealth Transfer

Ali Katz 7 Episodes Sep 16, 2026

This podcast explores the massive transfer of wealth expected to occur by 2048, when $124 trillion passes between generations. It argues that nearly half of that money moves through ordinary families—who own a home, retirement account, or small business—and often fails to reach loved ones. Host Ali Katz, a Personal Family Lawyer and Family Wealth Advisor with experience at Charlie Munger's law firm, shares insights on estate planning, long-term care costs, trusts, and common financial mistakes. Each episode aims to help listeners understand what happens to their money and how to protect it for the next generation.

Episodes

I Was Attacked On A Hater Website For 10 Years, Then My Kids Found It | Ali Katz Sep 16, 2026 10:54 I was featured on a hater website for nearly ten years. Not a single post, not a single comment. A full website. In this solo episode, Ali Katz gets personal in a way she hasn't in years. She goes back to 2011, when she discovered an entire website dedicated to attacking her, calling her a scammer, a bad mom, a slut, and tracks how it shaped her, her daughter, and the years she spent staying quiet

I Made The Inc 5000 7 Times. Here are 7 Lessons I Learned | Ali Katz Sep 2, 2026 19:18 My company New Law Business Model made the Inc. 5000 for the seventh time. But the biggest lessons I've learned came from the two years we didn't make it. In this episode, Ali Katz breaks down what happened in 2022, when her company hit $8 million in revenue but came within two weeks of missing payroll, and traces it back to seven specific ways she'd abdicated her own leadership without realizing

The Legal Tool Families Use to Keep the House Safe | Ali Katz Aug 26, 2026 25:01 The Washington Post just told thousands of American families something they didn't want to hear. Ali Katz read the same numbers and found the one thing missing from every story in that article. In this solo episode, Ali breaks down a Washington Post investigation that tracked real families from their early 50s until death: the share of people left with nothing to pass on after paying for eldercare

You're Not Bad With Money. The System Is Mining You | Ali Katz Aug 19, 2026 12:10 You're not bad with money. It's just the way the system is designed, and the people who have the most often have it the worst. In this solo episode, Ali Katz names the term she coined for the feeling of never having enough regardless of the number in your account: money dysmorphia. She traces it back to feeling broke at six figures and still broke running 2x Million Dollar businesses, then breaks

How to Give Away Your Assets Without Losing Them. | Ali Katz Aug 12, 2026 14:45 Dan Martell just posted about a $3.6 billion exit. Ali Katz read it and asked one question nobody else did: whose name was that investment actually in? In this solo episode, Ali uses Dan Martell's Intercom exit as the entry point into a mistake most people make without realizing it, holding growing assets in their own name instead of protecting them as they grow. She gets personal about what that

Family Wealth Manager: The Boom-Bust Rule Every Investor Ignores | Keith Alpert Aug 5, 2026 51:25 Keith Alpert spent most of his life with almost no view into his family's wealth — until a single conversation turned him into the full-time steward of his father's estate. Six years, and one $100 trillion generational wealth transfer later, Keith opens up about what it actually takes to manage a family fortune: the week-long inventory that started it all, the "gold digger" email that blew up trus

The Real Time to Build a Family Office Is When You Think You Don't Need One | Ali Katz Jul 29, 2026 16:05 Over $1 million lost, an IRS audit two years after her divorce, and a lawsuit she couldn't afford to fight — Ali Katz gets brutally honest about the belief that cost her the most. In this solo episode, Ali breaks down the belief that quietly cost her the most: "this doesn't apply to me." Despite starting her career working on tax transactions for Warren Buffett and Charlie Munger's law firm, she d

I Had Million Dollar Businesses and Still Felt Broke | Ali Katz Jul 29, 2026 15:58 $124 trillion is moving from one generation to the next — and if you think that's a billionaire problem, think again. In this solo episode, Ali Katz breaks down money dysmorphia: the distorted relationship with wealth that keeps people feeling broke no matter how much they make. She shares her own story of feeling broke while earning $165,000 a year as a lawyer — and again while running $2 million

The Great Wealth Transfer

Episodes

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