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
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