The perception of what it takes to be wealthy sometimes matches reality, but often it doesn’t. Americans have opinions on what qualifies as being rich, and a recent survey tells us that we don’t always agree on what it takes to live comfortably.
Today we’re going to explore this disparity and discuss why comprehensive planning provides the clarity and direction you need to instill confidence in your financial future.
Here’s what we cover in this episode:
0:00 – Intro
2:00 – Study findings
6:30 – How many feel wealthy
9:39 – Wealth by generation
16:30 – Financial sources
19:49 – Staying on top of finances
21:56 – Planning decisions
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Watch the show on YouTube: https://bit.ly/3RiT7Ky
