In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider break down 5 often-overlooked signs that show you’re in a strong financial position, even if it doesn’t feel like it yet. This episode is all about knowing where you stand, and realizing you might be in a better place than you think. Whether you’re in your peak earning years or already in retirement, the conversation explores how financial discipline in the present can give you freedom and confidence in the future.Learn practical strategies on how to:Build “muscle memory” for healthy spending so it lasts into retirementManage acceptable vs. harmful debt and why a small mortgage isn’t always badStructure cash reserves for stability, flexibility, and peace of mindMaximize Social Security and pension decisions for lifetime incomeAvoid scarcity thinking and enjoy the life you’ve worked hard to createDownload the free guide that we’ve paired with this episode!Subscribe, and leave us a review if this resonated with you!Share it & leave us a review on Apple or Spotify!For personalized financial guidance,  schedule an intro call with our team at Concenture Wealth Management in Houston, Sugar Land, Katy, & Spring, TX. We’d love to help you build your financial future! To explore our 3-step process and services we offer click here.The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

Ver todos los episodios