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.



For more information or to reach Chris Boyd or Jeff Perry, click the below link:


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