Explore every episode of the podcast The Great Wealth Transfer
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The Real Time to Build a Family Office Is When You Think You Don't Need One | Ali Katz | 29 Jul 2026 | 00:16:05 | |
Over $1 million lost, an IRS audit two years after her divorce, and a lawsuit she couldn't afford to fight â 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 didn't think legal, insurance, financial, or tax planning applied to her own life â a belief rooted in growing up as the "poor" family in a wealthy Miami community. That single belief ended up costing her more than $1 million over the years, including an unexpected $116,000 tax bill, $250,000 in debt from selling a business to the wrong buyer, and a $50,000 lawsuit she settled because she didn't have the right insurance. The turning point came two years after her divorce, when a forensic accountant's warning that her "books were really messed up" turned into an IRS audit letter. After two days of spiraling into self-blame, Ali hired real support, redirected that energy into her business instead, and built her second million-dollar business in just 18 months. In this episode:
Free Resource: Get my Inheritance Guide â practical guides on what's actually transferring, and how to talk about it: https://www.alikatz.com Follow and subscribe to get notified of every new episode, and â most importantly â share this one with somebody you need to be in conversation with right now. Connect with Ali Katz: | |||
| I Had Million Dollar Businesses and Still Felt Broke | Ali Katz | 29 Jul 2026 | 00:15:58 | |
$124 trillion is moving from one generation to the next â 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 â and again while running $2 million businesses â and explains why $1â$30 million in family wealth counts as rich, even when it doesn't feel that way. Ali also gets practical, walking through why most people never take real ownership of their finances (like her mother asking a male teacher to invest her retirement account, or Ali herself blindly picking a 401(k) option at 28), and why $70 billion currently sits unclaimed in state coffers because families never find out what their loved ones had. In this episode:
Free Resource: Get my Inheritance Guide â practical guides on what's actually transferring, and how to talk about it: https://www.alikatz.com Follow and subscribe to get notified of every new episode, and share this one with someone you love â someone who needs to hear this too. Connect with Ali Katz: | |||