wealth
This as-told-to essay is based on a conversation with Rob Mallernee, the CEO of Eton Solutions, who teaches a class in private wealth management at the University of North Carolina Kenan-Flager Business School. Business Insider has verified his employment. This piece has been edited for length and clarity.I teach a…
Allison and Stephen Ellsworth built Poppi from nothing and sold it to PepsiCo for just under $2 billion last year.They told Business Insider this week about the risks they took and sacrifices they made along the way, and shared how they’re stopping their newfound wealth from spoiling their children.Starting from…
Steve Antonioni stumbled into a miniature version of FIRE — financial independence, retire early — the movement he’d been pursuing throughout his early 20s. Loading audio narration… After building a $90,000 “war chest,” he quit his corporate job and started making YouTube videos about financial independence. A few years into…
The great wealth transfer is taking place, but it’s not landing in the pockets of the supposed heirs. Loading audio narration… Costly long-term elder care is putting a major dent in the trillions of dollars in wealth held by boomers that’s been earmarked for their Gen X and millennial children.Zach…
This ‘as-told-to’ essay is based on a conversation with Juli Ford, a 57-year-old real estate agent and certified senior advisor based in Massachusetts. It has been edited for length and clarity.When my children were young, we saw my parents all the time.We lived very close to each other in South…
