Money Minute with Matt: Is it Protected or Exposed?
Did you know that only one in four wealthy people actually has a solid estate plan?
That means three out of four are leaving their money exposed to lawsuits, market drops, and even medical emergencies.
If you’ve worked hard to build your wealth, you’ve got to make sure it’s protected.
Transcript
Welcome to your money minute with Matt. Your dose of financial clarity in under a minute. Here's a stat you might not believe.
Only one in four wealthy individuals have a comprehensive estate plan in place. You've worked hard to build real wealth, but here's the Is it protected or just exposed and untested?
Ask yourself, have you stress tested your plan for a major lawsuit, market crash, or sudden illness? Could a single misstep by your adult child or business partner put your assets at risk?
Are your trusts, insurance and legal documents actually working together or just collecting dust? You don't need to be scared, but you do need to be prepared. Because wealth without a strategy isn't security. It's just a bigger target.
That's your money minute with Matt. If you're unsure where the weak spots are, that's where I come in. Plan stronger and live well.
