New Money? This 30-Day Plan Saves Your Wealth

Описание: How to Protect Your Sudden Wealth: Avoid These Millionaire Mistakes

70% of new millionaires lose their wealth quickly. This video explains the biggest mistake leading to this outcome and outlines a 30-day action plan to protect your wealth from day one. Learn about crucial financial planning steps and the professional team you need for lasting financial security. 🔥 #WealthManagement #FinancialPlanning #MoneyManagement #ProtectYourWealth

I'm Tommy Cloud, CFP® founder of Third Act Retirement Planning. Since 2000, we've helped individuals all over the US be faithful stewards of their new found wealth. We believe money should bring clarity and peace, not confusion and fear. Our why is to walk with people who’ve suddenly come into wealth, helping them move from overwhelm to confidence so they can make calm, informed decisions about their future and legacy.

Our Three Pillars of Wise Stewardship:
⭐Nurturing Relationships with Grace and Wisdom
⭐Seeking the Right Financial Counsel
⭐Practicing Intentional Stewardship

⛱️We can only work with a select number of families. So, we've created this channel to share proven strategies and insights from our years of helping clients achieve their financial goals.

Free 20 Minute Meeting:
https://calendly.com/thomascloud/lear...

🌎Our collection of free actionable guides and eBooks are listed below and can be accessed here: https://www.thirdactretirement.com/re...

😇Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Third Act Retirement Planning or its members cannot be held liable for any use or misuse of this content.

00:00 The Shocking Truth About New Millionaires
00:34 Introduction to Tommy Cloud and Third Act Retirement Planning
01:02 The Biggest Mistake New Millionaires Make
02:05 30-Day Wealth Protection Plan
02:47 Building Your Professional Team
03:17 Creating a Wealth Strategy
03:48 Legal Protections for Your Wealth
04:56 Final Advice and Free Consultation Offer