The Wealth Equation

The Difference Between a 100K & 1M Portfolio

Episode Summary

The answer to ‘where do I put my money’ isn’t the same for everyone. Growing your first 100K is VERY different than your first 1M. Are you using the right one to scale your wealth?

Episode Notes

The answer to ‘where do I put my money’ isn’t the same for everyone. Growing your first 100K is VERY different than your first 1M. Are you using the right one to scale your wealth?

Tune in to learn…

• The single biggest mistake $100K investors make that keeps them from reaching $1M
• How to balance risk and growth as your portfolio scales
• Why your asset allocation must evolve as you grow from six figures to seven
• The secret to unlocking diversification that accelerates your path to a million-dollar portfolio

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