5 Levels of Wealth AND How To Achieve Them
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 16 January 2026
⏱️ 43 minutes
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| 0:00.0 | AI is incredible. They can teach you how to fry an egg and even write a poem, pirate style. |
| 0:07.0 | But it knows nothing about your work. Slackbot is different. It doesn't just know the facts. |
| 0:14.0 | It knows your schedule. It can turn a brainstorm into a brief and it doesn't need to be taught. |
| 0:20.0 | Because Slackbot isn't just another AI. It's AI that knows your work as well as you do. |
| 0:26.4 | Visit Slack.com forward slash meet Slackbot to learn more. |
| 0:30.3 | We believe there are five levels of wealth and today we're going to give you a deep dive on |
| 0:35.5 | each and every one of them. |
| 0:36.8 | Brian, I am so excited because so many people aspire to be wealthy, |
| 0:41.5 | but oftentimes they don't even know how to benchmark what wealth really is. |
| 0:46.4 | Well, today, we get to take a look at the five levels, |
| 0:49.1 | help you figure out what level you fall into, |
| 0:51.9 | and even give you some advice on how you can level up from the level |
| 0:54.8 | you're at right now. That's right, Beau. So often we think about wealth is really a math equation, |
| 1:00.1 | but the behavioral side can be just as important. So you might be asking yourself, |
| 1:04.3 | what level of wealth are you at? With that, let's dive right in and find out. |
| 1:14.3 | So Brian, the way that we define wealth is we think about it in five separate levels. |
| 1:19.4 | And those levels are stability, strategy, security, freedom, and abundance. |
| 1:24.2 | And similar to like Maslow's hierarchy of need, you have to pass through one level before you can ultimately rise up and abundance. And similar to like Maslow's hierarchy of needs, you have to pass through |
| 1:28.2 | one level before you can ultimately rise up and achieve the next level. Well, I think this is |
| 1:33.0 | important because we often say that building wealth is surprisingly simple, but that doesn't |
| 1:38.1 | mean it's easy. And a thing that's often overlooked is all the mindset stuff, because I think if |
| 1:43.6 | everybody, if you could kind of try to |
... |
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