$100K vs $1M vs $5M - Best Wealth Management Strategies by Net Worth

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Most people don’t realize this, but the wealth strategy that helps you build your first $100K is the same one that will hold you back at $1M. And once you hit $5M? That strategy becomes a liability.

In this video, you’ll learn why your investment approach must evolve as your net worth grows—and what most people get wrong at every stage.

We break down exactly how your wealth strategy should shift at the three major milestones: $100K, $1 million, and $5 million. If you’re still using the same playbook you used when you were just getting started, you’re likely leaving serious money—and freedom—on the table.

You’ll also discover:

The real goal of the Foundation Phase at $100K (hint: it’s not just saving more)

How to think like an investor at $1M and why alternative assets matter

What changes when you reach $5M+ and start operating your wealth like a business

The most costly mistakes people make at each level—and how to avoid them

This isn’t about chasing trends or trying to beat the market. It’s about upgrading your mindset, systems, and strategy based on where you are financially—and where you want to go next.

But be warned: once you see what needs to change, staying in your financial comfort zone won’t feel safe anymore. It’ll feel expensive.

Watch until the end to learn how to implement these shifts, step into the CEO role of your wealth, and unlock true financial freedom.

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