Nick Maggiulli: Climbing the Wealth Ladder

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 22 July 2025

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and blogger discusses how financial priorities should change with income and net worth, the money/happiness connection, and why deciding how to spend is just as important as deciding how to invest.

Transcript

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0:00.0	In volatile markets, the H.C.M. byline keeps you grounded.
0:04.8	Invest with confidence.
0:06.7	Discover Howard Capital Management's funds at howardcmfunds.com.
0:11.4	Stay tactical, not traditional.
0:15.0	Investments in HCM funds involve risk, including possible loss of principle.
0:19.3	There is no assurance that the funds will achieve their investment objectives.
0:22.6	Investors should carefully consider the investment objectives, risks, charges, and expenses
0:26.9	of the H-CM funds.
0:28.6	This and other important information about the funds are contained in the prospectus, which
0:32.1	can be obtained at wd-wbw.hawardcmfunds.com, or by 770642 4902 or 859-9-8464.
0:43.2	The prospectus should be read carefully before investing. H-CM funds are distributed by
0:47.4	Northern Lights Distributors, LLC. Member Finra, SIPC, Northern Lights Distributors, LLC,
0:53.3	and Howard Capital Management, Inc. are not affiliated.
0:56.2	Please stay tuned for important disclosure information at the conclusion of this episode.
1:02.7	Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
1:09.0	And I'm Amy Arnaut, portfolio strategist with Morningstar.
1:12.6	Today on the podcast, we welcome back Nick Majuli.
1:15.6	He's the author of a new book called The Wealth Ladder,
1:18.6	Proven Strategies for Every Step of Your Financial Life.
1:21.6	His first book was called Just Keep Buying.
1:24.6	In addition, Nick writes a wonderful blog called Of Dollars and Data,
1:29.1	which is focused on the intersection between data and personal finance. In his day job, Nick
	...

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