UBS Wealth Report 2025: Key insights on the future of wealth - Ep 111

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In this episode, Justin and Jared break down the key insights from UBS’s Global Wealth Report. We look at how wealth is growing across different demographics, why median wealth in the U.S. is outpacing other countries, and what the rise in everyday millionaires really means. We also dig into unique factors driving this trend, including equity ownership and mineral rights, and what they mean for oil and gas professionals. Finally, we connect the dots between wealth distribution, consumer behavior, and economic resilience, giving you practical takeaways to strengthen your financial planning and investment strategy.

Takeaways:

• This episode delves into the intricacies of UBS's Global Wealth Report, highlighting the global wealth dynamics.
• Justin and Jared emphasize the significance of wealth distribution, noting that the United States ranks high in median wealth growth.
• Listeners are encouraged to adopt a proactive financial planning approach, especially in the oil and gas sector.
• The discussion reveals that institutionalized equity ownership is a critical factor contributing to wealth accumulation in America.
• A key takeaway is the notion that inflation impacts wealth differently across various demographics and regions.
• The episode concludes with insights on the ongoing wealth transfer and its implications for financial planning and investment strategies.

Chapters:

• 04:41 - The Economic Landscape Post-COVID

• 11:16 - The Rise of Equity Ownership in America

• 16:01 - Economic Disparities in Wealth Growth

• 20:41 - The Increasing Number of Everyday Millionaires

• 27:55 - The Impact of Wealth Transfer

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UBS Global Wealth Report - https://www.ubs.com/us/en/wealth-management/insights/global-wealth-report.html

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Barron's article: How to fix the Global Retirement Crisis - https://www.barrons.com/articles/how-to-fix-the-global-retirement-crisis-51567808425

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‍Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.