Gen X is often overshadowed in the financial services industry by baby boomers and millennials, but this demographic offers substantial opportunities for economic growth. Despite being labeled the forgotten middle child, Gen Xers hold an average net worth of $450,000 and the likelihood of inheriting a significant portion of the $52 trillion in assets from the older generations.

However, this generation also faces unique economic hurdles, such as managing student loans, recovering from economic recessions, and the dual responsibilities of child and elder care. In this episode of Money Script Monday, Sara emphasizes the importance of addressing Gen X’s top concerns and providing professional support to demonstrate the need for financial advisors in this demographic.

Resources Provided for This Episode

• Video Transcription
• Whiteboard Image