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Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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How Much Do You Need to Feel Wealthy?

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Manage episode 380164849 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 380164849 series 2421926
Content provided by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandon Neely and Amanda Neely, CFP®, Brandon Neely, and Amanda Neely or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

100 episodes

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