Level 4 - Freedom

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