In this episode of The Hawaii Retirement Show, Jason breaks down the Wealth Progression Framework, a simple roadmap that unifies several popular wealth level models into one clear structure. He explains why so many versions exist, the common themes they share, and how understanding your current “wealth level” can guide more confident financial decisions. Jason walks through the major stages, from financial survival and stability to security, growth, independence, abundance, and legacy, highlighting the key challenges at each level and the strategies that help you keep moving forward.
He also connects the framework to the broader financial lifecycle, including accumulation, the transition into pre-retirement, and the Go Go, Slow Go, and No Go phases of retirement. Jason closes with a reminder to choose the model that resonates with you, act according to where you are today, and remember that money is ultimately a tool, not the goal.
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