So You’re a Millionaire…Now What?

Money Guy Show

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

Education, Business, Investing

4.7 • 3.1K Ratings

🗓️ 18 October 2024

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Reaching a million-dollar portfolio is a significant milestone. But with a growing portfolio comes growing complexity. Here are 5 wealth tips to help you manage and grow your wealth once you've hit this impressive benchmark. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey hey you're a millionaire now so now what
0:09.6	Run I am so I am so excited to talk about this because this is a point in time worth celebrating.
0:15.3	You finally crossed over into seven figure lane.
0:18.8	It's something you've been working towards, but then the question becomes now what what
0:23.8	comes next what changes what stays the same how do I make sure that I'm
0:28.5	continuing to move in the right direction I don't care what anyone says that first million is a
0:33.7	still huge milestone even with inflation and everything else and it's definitely
0:39.5	be celebrated but I want to I want to tell you most people don't make it through that make wealth stage
0:45.8	of reaching the first seven figures but we probably do need to have a conversation
0:49.8	about how do you maintain this or how should your mindset shift?
0:53.7	What should you focus on?
0:55.3	We're going to put a lot of attention on that today.
0:57.8	So we're going to walk through five wealth tips for you to follow
1:01.2	when you cross over the seven figure mark.
1:03.6	But the very first tip that we would tell you is right now
1:06.1	you should subscribe to the channel.
1:07.6	So that way you can stay up to date on all the information
1:10.9	that we are putting out there for you to do money better.
1:14.7	So Brian, with that, let's jump into the very first thing.
1:17.2	Because all right, we're celebrating.
1:18.2	We just crossed over seven-figure land.
1:19.7	We just crossed over.
	...

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