08/25/2026
Building wealth is one thing. Keeping it is a whole different skill set.
📊 Know what you have: Take stock of your cash, retirement accounts, real estate, investments, and business interests so you have a clear picture of your finances.
🎯 Plan your spending, not just your saving: Think ahead to travel, healthcare, charitable giving, and other goals so your money continues to support your priorities over time.
📉 Manage debt and taxes: Paying down high-interest debt can reduce what you lose to interest, while thoughtful withdrawal and tax planning may help you keep more of what you’ve built.
See the full checklist for managing and protecting wealth over the long term:
A step-by-step framework to protect, grow and pass on your wealth across generations.
