6 Things the Wealth Do with Their Money (That Most People Don't)

Thinking about retirement can be exciting. However, it can also be overwhelming. Our Modern Wealth Management team is here to help you so that retirement doesn't feel overwhelming. One of the aspects of retirement that can feel overwhelming is the first year of retirement and what to expect. Dean Barber and Bud Kasper are going to discuss how to spend when you first retire on America's Wealth Management Show so that you can have more confidence, freedom, and time—not only in your first year of retirement, but throughout retirement. Charles Schwab 2023 Modern Wealth Survey: https://content.schwab.com/web/retail/public/about-schwab/schwab_modern_wealth_survey_2023_findings.pdf More on this episode: https://modwm.com/things-the-wealthy-do-with-their-money/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do See Our Calendar: https://modwm.com/radio-show/complimentary-consultation/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do Start Planning: https://www.modwm.com/retirement-planning-tool/radio?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do What Is Wealth? 4 Types of Wealth?: https://youtu.be/4U8crRkPJBc Maximizing Social Security Benefits: https://youtu.be/r2mb_UpN-lw Setting Up a Spending Plan for Retirement: https://youtu.be/WLCsavk83e8 The Difference Between Good Debt & Bad Debt: https://youtu.be/Xxmv-pA3kQg Retirement Plan Checklist: https://www.modwm.com/retirement-plan-checklist/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do Tax Reduction Strategies: https://www.modwm.com/tax-reduction-strategies/?utm_source=AWMS-Pod&utm_medium=AWMS&utm_campaign=things-the-wealthy-do Check out our other podcast! The Guided Retirement Show: https://www.youtube.com/c/theguidedretirementshow

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