Episode Artwork
1.0x
0% played 00:00 00:00
Feb 13 2025 34 mins   2

6 Levels of Wealth

Get your journey off to a great start with our financial resources: https://bit.ly/42YtpC1

Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

Retirement Checklist: https://bit.ly/42YtllL

Meet with Us: https://bit.ly/4gLQkDS

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