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Podcast: The Money Advantage Podcast
Episode: Investing vs Owning Assets: The Unseen Wealth Gap Most Families Never See
Description: Investing” Is Not the Same as “Owning”
A client said something to Bruce recently that stuck with me: “I despise the idea of a 401(k)… but I also know I’ll spend the money if it hits my checking account.”
That single sentence captures the tension so many families feel.
https://www.youtube.com/live/1d8Ln6EsBxk
On one hand, you want control. You want options. You want the ability to pivot when life changes or opportunity shows up. On the other hand, you’ve been trained to believe the “responsible” path is to lock money away, chase a rate of return, and...