Apr 12, 2024
Level 4 - Freedom – Chris Boyd and Jeff Perry continue their
series about the 5 Levels
of Wealth (see related article linked below). For this segment,
they move onto level 4 –
Freedom. Chris and Jeff discuss how Freedom means having the
ability to cover
your current and future financial needs, and when working is more
of a personal
choice than a financial need. Jeff emphasizes that reaching the
freedom stage still
requires long-term planning, budgeting and lifestyle discipline.
Chris talks about
why it is important to stress-test your financial plan, especially
for the potential
need of long-term care.
https://www.gobankingrates.com/money/financial-planning/the-5-levels-of-wealth-and-
how-to-get-there/
For more information or to reach Chris Boyd or Jeff Perry, click
the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr