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Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

  1. All Episodes
  2. The 5 Levels of Wealth

The 5 Levels of Wealth

Mar 25, 2024

The 5 Levels of Wealth – Part 1 “Stability” – Chris Boyd and Jeff introduce the topic
of the different levels of wealth with the first level being stability (see link to related
article below). Jeff starts off by explaining that this level is not solely about income, as
many people with a big paycheck often struggle to achieve financial stability. The
conversation turns to adopting a mindset of deferred gratification and having
discipline in spending. Other issues discussed are the benefits of having your own
personal financial statements and building an emergency fund. The episode closes
with advice on large budget items such as health and auto insurances.
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