What if everything you've learned about money completely changes once you cross the $1 million mark?
Many people think a healthy 7-figure nest egg means the hardest part is done, but ironically, that's when the biggest financial challenges start.
Today, Nick Maggiulli returns to share his latest retirement research, which inspired his new book, "The Wealth Ladder."
In this conversation, we explore:
▸ Why retirement savers with $1-10 million often feel "stuck"
▸ The surprising reason wealthy retirees are more likely to LOSE wealth than those with less money
▸ Why your investment portfolio becomes more important than your income at this stage
▸ The academic research showing good health is worth $400,000 per year
If you're nearing retirement (or already there), you'll learn why crossing the million-dollar mark isn't the finish line—it's when the game changes entirely.
***
SCHEDULE A COMPLIMENTARY DISCOVERY CALL:
Looking to hire a retirement and tax planning expert?
We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.
🗓️ Schedule a Complimentary Discovery Meeting to Learn More.
***
EPISODE RESOURCES:
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!