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Money Guy Show

5 Levels of Wealth AND How to Achieve Them! (2022 Edition)

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.73.1K Ratings

🗓️ 3 December 2021

⏱️ 54 minutes

🧾️ Download transcript

Summary

Creating wealth is surprisingly simple, but it isn't easy. Depending where you are at in your wealth-building journey, your experience may be vastly different from others. In this show, we'll talk about our 5 Levels of Wealth - and let you know which one you might fall in, and how to know you're doing it right. Check out our website for more information. Subscribe on YouTube! Download FREE Financial Resources from the show Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial success - then help you stay there! The Money Guy Show takes the edge off of personal finance. We’re financial advisors that believe anyone can be wealthy! First, LEARN smart financial principles. Next, APPLY those principles! Then watch your finances GROW! Visit our site for more info. Instagram Twitter Facebook TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Five levels of wealth and how to achieve them.

0:03.4

It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,

0:10.3

investing, taxing.

0:12.3

You've got financial questions, he's got financial answers.

0:15.9

It's Brian Preston, the money guy.

0:19.1

Brian, I am super excited about this show because the love is a world that's kind of this

0:23.1

idea that you and I came up with, right?

0:25.4

We started talking about from working with wealthy individuals and wealthy families for

0:31.0

the past, collectively, 30 plus years now, it seems like there's different stages to

0:37.1

this journey of wealth building.

0:38.5

There's different stages to how we approach our financial lives.

0:42.1

Maybe it would be helpful if we sort of laid out for our folks what each of those stages

0:46.6

are and how you can kind of spot check to see where you are.

0:49.2

Now, not to put you in a box of stereotype, but you're always excited.

0:53.1

I am.

0:54.1

I am excited.

0:55.1

I am excited today because we're going to be dropping foundational knowledge bombs that

1:01.3

if you have ever wondered, how do I build wealth?

1:04.8

Where do I stack up?

1:06.1

We are going to load you up today.

1:09.5

This is really going to be one of those shows.

1:11.5

Always feel pressure to make sure this show checks all the boxes because it's just going

...

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