This episode shares Behaving Wealthy’s origin story.

Before I started Behaving Wealthy, I was a Vice President for the largest retirement financial services firm in America.

I managed a billion dollars for 500 millionaires, who had to keep at least 2 million dollars of investable assets in our firm.

I was responsible for creating and maintaining portfolios for my wealthy clients so that they could afford to pay for their future goals - retirement, eldercare, college, debt repayment, and bucket list items.

I helped those 500 millionaires add an additional $118 million dollars to their net worth and helped them save over $3 million dollars in taxes.

After conducting a client survey, I cracked the wealth code.

My wealthy clients attributed their financial success to specific behaviors.

Wealthy people behave  ...