You Might Be a Millionaire and Not Know It
Strickler Financial Group
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You Might Be a Millionaire and Not Know It
287 просмотров · 10 дн. назад
Strickler Financial Group
45 подписчиков
287 просмотров · 10 дн. назад
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You might already be a millionaire and have no idea.
According to the UBS Global Wealth Report, there are roughly 23.6 million millionaires in the United States. That's more than 40% of the world's total. Statistically, about 1 in 11 American adults qualifies, and the majority of them don't look the part.
In this video, we dig into what the research actually shows, walk through a real-world couple to see how the numbers stack up, and tackle the question almost nobody asks: once you have it, how do you actually spend it without running out?
We also break down one of the most misunderstood phases of retirement, the gap years between leaving work and claiming Social Security. Running those five years the wrong way can make a perfectly solid plan feel like it's falling apart. Running them right changes everything.
If you've spent decades quietly building and you've never sat down to see what it all adds up to, this one is for you.
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Timestamps:
00:00 Introduction
00:37 The Research
02:21 The Comparison is Wrong
03:30 What This Looks Like In Practice
05:29 The Five Years Nobody Models
07:40 Why It Doesn't Feel Like Enough
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Advisory services offered through Strickler Investment Services LLC, an Investment Adviser registered with the U.S Securities & Exchange Commission. Insurance products are offered through the insurance business Strickler Financial Group, LLC. Tax services are offered through our affiliated entity, Strickler Tax Advisory, LLC. Tax services are separate from investment advisory services. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Strickler Financial Group LLC is a financial advisor serving individuals and couples approaching or in retirement, high net worth individuals, trusts, and charitable organizations in Michigan.