Habits of Rich Retirees: How the Wealthy Approach Spending, Investing, and Planning
Protect Your Assets · Protect Your Assets | Cumulus Media San Francisco
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Show Notes
What do wealthy retirees do differently when it comes to spending, investing, and managing their financial future? In this episode of Protect Your Assets, David Hollander shares key lessons from decades of working with high-net-worth clients. You’ll hear insights on purposeful spending, systematic investing, team-based planning, debt strategies, and staying ahead of tax changes. Plus, David covers current market updates, crypto milestones, and signs of a cooling labor market.
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