This episode shares Behaving Wealthy’s origin story.

Before I started Behaving Wealthy, I was a Vice President for the largest retirement financial services firm in America.

I managed a billion dollars for 500 millionaires, who had to keep at least 2 million dollars of investable assets in our firm.

I was responsible for creating and maintaining portfolios for my wealthy clients so that they could afford to pay for their future goals - retirement, eldercare, college, debt repayment, and bucket list items.

I helped those 500 millionaires add an additional $118 million dollars to their net worth and helped them save over $3 million dollars in taxes.

After conducting a client survey, I cracked the wealth code.

My wealthy clients attributed their financial success to specific behaviors.

Wealthy people behave differently than high income earners.

I share these money secrets with my podcast listeners.

If you want to keep more and have more to show for your hard work, then do what rich people do…start behaving wealthy.

Today’s rich behavior is a baby step to help turn income into worth, wealth, and freedom.

Podcast Cheatsheet:

Behaving Wealthy’s origin story - 1:20

500 Millionaire Client Survey - 4:43

Episode’s Rich Behavior - 7:52

Ready to Start Behaving Wealthy:

https://www.behavingwealthyacademy.com/roi-retirement-roadmap

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