Feb 13 2025 34 mins 2
6 Levels of Wealth
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Fidelity 2024 State of Wealth Mobility Study: https://preview.thenewsmarket.com/Previews/FINP/DocumentAssets/682671.pdf
US Currency Source: https://www.uscurrency.gov/history/index.html
What Is Wealth? 4 Types of Wealth: https://youtu.be/4U8crRkPJBc
5 Types of Financial Plans: https://youtu.be/070KObJIAvI
The Junk Drawer Approach to Retirement Planning: https://youtu.be/IEfxMMcmRe4
5 Wealth Building Challenges: https://youtu.be/aKIr8KD_bio
15 Years from Retirement: https://youtu.be/dLPxSfY7P8I
Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g
2025 Taxes: What to Watch with Marty James, CPA: https://youtu.be/8fjoACdOrbU
What’s Going On in the Bond Market?: https://youtu.be/IYokFNw5g1w
Generational Wealth Management: https://youtu.be/nGDtTd34bRE