Consumer Wealth Generational Segments:

Money in Motion: Generational Wealth Transfer, Baby Boomer Asset Liquidation, and Gen X Led Savings & Investing

Recently Released!!!
Date Published: August 29, 2023
Summary PowerPoint Deck: 157 Slides
Reference PowerPoint Deck: 887 Slides

The purpose of this research is to provide readers with a comprehensive understanding of consumer wealth generational segments, with a focus on baby boomers & the perceived baby boomer retirement crisis, and the emergence of millennials. This research is a component of Tiburon's coverage of consumer wealth.

This research starts with the historical account of the evolution of consumer wealth generational segments, including these distinct phases:

  • Silent Generation Phase
  • Baby Boomers & Gen X Phase
  • Gen Y & Z Phase
The research highlights financial concerns & savings goals.

The research outlines the four core consumer wealth generational segments, including:

  • Silent Generation
  • Baby Boomers
  • Generation X
  • Millennials, Gen Z, & Gen A
And this research concludes with several future predictions for consumer wealth generational segments, including:

  • Opportunities with Forgotten Gen X
  • Baby Boomers to Remain Critical Market, Continue to Focus on Retirement, & Seek Both Retirement Income & Longevity Solutions
  • Millennials to Emerge and Demand Increasingly Technology Savvy Solutions

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