All Episodes

March 4, 2025 19 mins

After years of diligent saving, strategic investing, and navigating the ups and downs of your career, there comes a moment when your 401(k) and overall wealth reach a tipping point—an inflection point where your accumulated assets start working harder for you than your new contributions. In this episode of The Plan, we explore how this moment unfolds, why your personal finances get stronger with each raise and promotion, and how, over time, saving actually gets easier.

Join us as we break down the mechanics of compounding, the psychological shift from saving to growing wealth, and the key financial strategies to maximize this stage of your journey. Whether you’re just starting out or approaching your own wealth inflection point, this episode will help you see the bigger picture of financial success.

How to get in touch with us:

Keith Wilson keith.wilson@lpl.com

Anthony Ruffalo: anthony.ruffalo@lpl.com

check out our websites!

Keith Wilson https://www.wfa-nc.com/

Anthony Ruffalo: https://ruffalowealthmanagement.com/

Our YouTube Channels

Keith Wilson: https://www.youtube.com/@ThatFinancialGuy

Anthony Ruffalo: https://www.youtube.com/@anthonyruffalo2704

Mark as Played

Advertise With Us

Popular Podcasts

Stuff You Should Know
Dateline NBC

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

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!

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.