Finance lifecycle:Your Money Journey: Understanding the 4 Life-Cycle Phases of Finance.
Автор: NetInvestible
Загружено: 2025-11-29
Просмотров: 66
Описание:
Personal Finance Lifecycle Phases – From budgeting & saving, to investing, wealth-building and retirement planning.
In this video we walk you through the 4 core phases everyone’s personal-finance journey goes through:
Phase 1: Wealth Accumulation
Phase 2: Grow Wealth
Phase 3: Preserve/ Protect Wealth
Phase 4: Transfer Wealth
Whether you’re just starting out or already investing — this video helps you identify where you are, and what steps you should focus on next to grow your wealth.
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