EP 284: What Does It Take to Feel Wealthy?

EP 284: What Does It Take to Feel Wealthy?

| August 06, 2025

What Does It Take to Feel Wealthy?

On this episode of the Trust the Plan Podcast, Nick Hopwood, CFP® and Preston Gee, CFP® of Peak Wealth discussed a Schwab survey that asked people how much money it takes to feel wealthy. They explored how people's perceptions of wealth are often tied to specific financial milestones, reflecting what they believe would provide comfort, security, and a sense of success.

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