Episode 23- The Mess You Leave Behind: Estate Planning, Fairness & the $124 Trillion Transfer

Compound Growth

When someone passes away suddenly, they often leave more than grief behind — they leave a financial mess. In this episode of Compound Growth, Colin and Wheeler unpack the emotional and logistical chaos that comes from poor estate planning, outdated beneficiaries, and family dynamics that money can strain to the breaking point. From real-life examples to relatable confessions about their own financial setups, they explore what happens when preparation meets reality.

The conversation digs deep into what “fairness” really means in families and marriages — how financial communication (or lack thereof) shapes trust and responsibility. The hosts open up about their own household dynamics, how men and women often shoulder different emotional and financial burdens, and why those unspoken roles can lead to huge blind spots when it comes to planning for the future.

They also zoom out to the big picture — the $124 trillion wealth transfer expected over the next two decades — and what it means for the next generation, especially women, who will inherit the majority of that wealth. The key takeaway: estate planning isn’t about numbers, it’s about love, communication, and leaving your people ready — not wrecked.

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Credits:
Created By: Wheeler Crowley and Colin Walker
Production Assistance: Tori Rothwell
Editing and Post-Production: Steven Sims