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In this week's exciting episode, we dive into the 2023 Charles Schwab Modern Wealth Survey. We chat about a fascinating topic – how much Americans need to feel wealthy. You see, feeling wealthy isn't just about having lots of money; it's about what makes people feel rich and content in their lives. You'll hear us break it down into simple terms, so everyone can understand.

 

During the show, we also explore how different generations, like GenZ, Millenials, and Boomers see wealth. It's pretty cool to learn how these different generations have unique ideas about what it means to be wealthy. And guess what? Being wealthy isn't just about how much money you have in your bank account. It's about your dreams, your goals, and what makes you happy. So, whether you're a Millenial, a Gen X-er,or a Baby Boomer, this episode will give you a fresh perspective on what it means to be truly wealthy in 2023.

 

Charles Schwab Modern Wealth Survey 2023:

https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2023_findings.pdf

 

Schedule a Call With Us:

www.wealthwisdomfp.com/call

 

Find this episoide on YouTube:

https://youtu.be/A8jkwOYiKw8?si=LDYqeWer1TOgGGSA