The Wealth Gap We Found in Our Survey copertina

The Wealth Gap We Found in Our Survey

The Wealth Gap We Found in Our Survey

Ascolta gratuitamente

Vedi i dettagli del titolo

Offerte di stagione | 0,99 €/mese per i primi 3 mesi

A seguire 9,99 €/mese – si applicano condizioni. Puoi disdire mensilmente.

In a new survey of physicians, dentists, veterinarians, and others, two groups reported similar incomes and spent about the same on homes and cars. Yet one group grew its investments at least twice as fast. What set them apart?

This episode walks through the data to compare how the two groups save, invest, and feel about reaching their goals. You'll learn where busy people tend to let things slip, how to judge whether a financial planner's fee pays for itself, and which small moves can shorten the path to your goals.

Key moments:

(03:01) How confidence in reaching money goals differs with ongoing financial planning

(06:01) Why people with ongoing planning contribute to Roths and brokerage accounts more often

(10:31) Why similar median incomes still led to very different wealth growth

(24:06) Why behavioral slip-ups, not intelligence, erode progress for busy professionals

(33:01) The real value of ongoing planning over one-off hourly advice

Resources mentioned:

  • Hello Nectarine

Like the show? There are several ways you can help!

  • Follow on Apple Podcasts, Spotify or Amazon Music
  • Leave an honest review on Apple Podcasts
  • Subscribe to the newsletter
  • Join SLP Insiders for student loan loopholes, SLP app and member community

Feeling helpless when it comes to your student loans?

  • Try our free student loan calculator
  • Check out our refinancing bonuses we negotiated
  • Book your custom student loan plan
  • Get profession-specific financial planning

Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!

adbl_web_anon_alc_button_suppression_t1
Ancora nessuna recensione