The 7 Levels of Wealth - What Stage Are YOU In?

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  • Опубліковано 17 січ 2025

КОМЕНТАРІ • 647

  • @humphrey
    @humphrey  Рік тому +19

    Move up a stage by subscribing to the free🐪 Hump Days Newsletter ➭ humpdays.substack.com

  • @scott8867
    @scott8867 Рік тому +77

    I was at level 2 for a very long time, maybe 12 years, And the step up to level 3 believe it or not only took me about 4 months. He is right, Every time I would save up about $10,000, a big unexpected bill would come, a vet bill, or a car bill, etc. so after the dog went to heaven and I got myself a bicycle those unexpected expenses I’ve limited to never come again. Now up to about $70k savings and counting, I think I’m not far to level 4 however financial knowledge needs to come a long long way before acheiving level 4 and 5. And that’s why I’m watching this channel.

    • @matthewnolan5846
      @matthewnolan5846 Рік тому +6

      Good for you, and well said. Also why I'm here. I'd say me and my wife are at level 3 currently, and I'm about to take a new position that will get us very close to 4. Happy climbing!

    • @lvega5606
      @lvega5606 Рік тому +4

      I was at level 2 for a very long time, as I was disabled in a car accident and couldn't work for many years. I was able (just barely) to earn an MBA (from a good program) during this time, and so when I was finally able to try working again, my income quadrupled and I basically skipped Level 3 entirely and Level 4 was like two years.

    • @mwedzi
      @mwedzi 7 місяців тому +5

      Every time my kids ask for a dog, I read a comment like this.

    • @bananaman22
      @bananaman22 2 місяці тому

      ???

  • @socialcockroach3307
    @socialcockroach3307 Рік тому +79

    I am personally somewhere between stage 3 and 4. Just 10 years ago, my wife and I had almost nothing in the bank, were swamped with debt and renting a single bedroom. We are now debt free (except for a mortgage), own a house that we are turning into a duplex for a rental (and already have a tenant) and more than 6 months of expenses in available cash. It is amazing how fast life can change for the better so long as you have a solid plan, spend frugally, and work hard to make your goals happen. Also, don't be afraid to take risks... so long as it isn't something stupid like "I am going to win the lottery!"

    • @Madchris8828
      @Madchris8828 Рік тому +2

      Congratulations, thats a huge step up 🎉

    • @RafalTraveler
      @RafalTraveler 4 місяці тому +3

      We are now debt free (except for a mortgage)

    • @mrjuvy49
      @mrjuvy49 4 місяці тому

      Goal directed and the side hustle. That's what we did, we are on stage 6 a great view it is. We still run a boarding business in the back yard, built on freinds.

    • @jaye6300
      @jaye6300 2 місяці тому

      Work smart not hard

  • @laurengreffe7185
    @laurengreffe7185 Рік тому +24

    I hover between stage 2 and stage 3, especially this last quarter. I recently started cash stuffing as a budgeting tool and it's made me feel motivated to save my money, making sure I'm secure and moving my family comfortably into stage 3.

  • @EM3Finance
    @EM3Finance Рік тому +575

    At Level 8 you get a free shirt!

    • @andrewpagan
      @andrewpagan Рік тому +18

      And you get a free 30 day trial to Lyft Pink.

    • @humphrey
      @humphrey  Рік тому +99

      Just wait for level... 69

    • @andrewpagan
      @andrewpagan Рік тому +1

      @@humphrey Is that the level where they give you a free guest for the Centurion Lounge?

    • @thenewage9723
      @thenewage9723 Рік тому +1

      @@humphreylol

    • @evanscolton8281
      @evanscolton8281 Рік тому +3

      People give shit away to those at the top and charge for more those at the bottom. It’s all upside down

  • @MuscleBandit
    @MuscleBandit Рік тому +13

    As a working class Englishman of 37yrs at the time of this comment I can say that I was brought up with the mindset of "I'm no success but a damn good survivor". I actually consider myself lucky because it's the people right at the bottom level that will tend never to leave dependence. I'm certainly only a survivor, in debt on a low income but I still feel abundant because I'm mostly in good health and I'm working on my career to increase income and will live as frugally as possible moving forwards. Being organised really helps with staying focused. Us survivors CAN make it....

    • @ProjectFrugal
      @ProjectFrugal 3 місяці тому

      The fact that you're acknowledging your situation is the first step. It took me until 44 when I was in a crappy job to finally work that out and come up with a plan. 10 years later and a complete mindset shift and we're 2/3rd's of the way to financial independence.

  • @TaylorOpee
    @TaylorOpee Рік тому +7

    6 is essentially the last stage under these rules if you can, ‘do anything you want’. That’s all encompassing.

    • @GC__99__99
      @GC__99__99 Місяць тому +1

      i think its pretty obvious that "within reason" applies to it. What, wanna be a 7th dimensional object and complain that it wasnt on the scale of anything you wanted to do?

  • @angeldeschain0
    @angeldeschain0 Рік тому +3

    I was level 2 since 2011 till the pandemic. That was my owe moment. Started to track my expenses, budgeting, using a motorcycle instead of my car, cheaper apartment, changed jobs and moved to level 4. I'd been working for ten years and didn't have savings or financial stability. Yes, I enjoyed my money. But now I'm so much more satisfied with my life though I don't have so many fancy things.

  • @nelsondenby
    @nelsondenby Рік тому +40

    I'm almost 25 and am level 3 moving to level 4. It helps to be a financial advisor and have a degree in finance as many of my habits I instilled in my late teen years. My biggest struggle now is being a young professional and not getting caught up in consumerism. I'm trying hard to practice minimalism and live below my means... Convincing my partner to do the same has also been an interesting task :)

  • @MaximilianFischer497
    @MaximilianFischer497 2 місяці тому +246

    Success depends on the actions or steps you take to achieve it. Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Financial management is a crucial topic that most tend to shy away from, and ends up haunting them in the near future..

    • @TicheDebb0
      @TicheDebb0 2 місяці тому +4

      Starting early is simply the best way of getting ahead to build wealth, investing remains a priority. I learnt from my last year's experience, I am able to build a suitable life because I invested early ahead this time .

    • @MarshalWagner457
      @MarshalWagner457 2 місяці тому +3

      Well as you know bigger risk, bigger results, but such impeccable high-value trades are often carried out by pros.

    • @RowanBryson
      @RowanBryson 2 місяці тому +2

      What steps can I take to engage in this opportunity? I genuinely aim to secure my financial future and am enthusiastic about taking part.

    • @MarshalWagner457
      @MarshalWagner457 2 місяці тому +3

      Finding financial advisors like “Sonya Lee Mitchell” who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

    • @henryallard245
      @henryallard245 2 місяці тому +2

      I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

  • @GreenWaifu
    @GreenWaifu Рік тому +14

    This breakdown of the 7 levels of wealth is spot on. As a young adult, I'm focused on building stability and independence. It's crucial to set tangible goals for each stage and work consistently toward them. The earlier I start, the better!

  • @Ragtosina
    @Ragtosina 3 місяці тому +125

    I am impressed with your update on tech stocks, I am looking for tax efficient way to rebalance my 7-figure dividend portfolio without triggering capital gain tax. what asset location strategies should i use?

    • @Donnald.
      @Donnald. 3 місяці тому +2

      The best strategy depends on your financial situation, account types, tax bracket, and investment goals. Consult an advisor or tax professional to tailor these strategies for maximum tax efficiency.

    • @Too-old-Forthischet
      @Too-old-Forthischet 3 місяці тому

      I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD and over 40% in digital and alternative assets, thanks to my CFA. This strategy has helped me earn $56,000 a year in dividends. Back in 2014, I only earned $21 in dividends.

    • @Jm-gu3tx-w4e
      @Jm-gu3tx-w4e 3 місяці тому +1

      Oh I've heard similar things about hiring an advisor. It's hard to choose one that's very good though. Could you make some useful recommendations?

    • @Defisher
      @Defisher 3 місяці тому

      Wow!! her track record looks really good from what I found online.i just filled the form and scheduled for a call. Thanks to you.

  • @andreacansecoo
    @andreacansecoo Рік тому +45

    I’m 26 at level 3 and looking for improving more. Thanks for all the content!
    Greeting from Los Cabos, México 🤗

    • @humphrey
      @humphrey  Рік тому +3

      Nice! and i gotta make it to Mexico!

    • @Arsupal25
      @Arsupal25 Рік тому +1

      Same as you here, keep it up :)

    • @Lancelot0311
      @Lancelot0311 Рік тому

      Best of Luck Andrea!

  • @Joyful_Tristan
    @Joyful_Tristan Рік тому +2

    Level 2 at 24, made bad decisions now taking these tip videos to stabilize myself and pay back my debt

  • @kikyoass
    @kikyoass Рік тому +28

    Financially free 34/yr. Retired pharmacist. Still have 3 cheap mortgages (2.7-3.8%) and have 4 cash flowing properties between 3-5k/mo/property. I can’t go buy a Lambo….but i don’t have to work and that’s all I care about! Good luck to you all

  • @thecryptooffice2792
    @thecryptooffice2792 Рік тому +5

    You have just convinced me to restart my investment portfolio by reallocating funds to a savings portfolio. I have been too far too risky with my cash in this bear market, and you have made me more aware of how important it is to have reserve cash in my worst case scenario. I will continue to push towards rebuilding my investment portfolio because of your advice. Thank you for providing a new perspective for me to help me move forward in my investing journey, please continue providing valuable information for others who may have followed the same path as i have followed. Thank you so much, my family will greatly appreciate your generosity.

  • @nickpower-fj9bu
    @nickpower-fj9bu Рік тому +3

    Technically at 5 but still working to get to the 6 level for retirement. Each year less debt and more savings. Reckon tipping point is about 4 years away….and I can’t wait!

  • @DetroitNinja
    @DetroitNinja Рік тому +1

    I'm in level 4 and my partner is in level 5.

  • @askmeificare5557
    @askmeificare5557 Рік тому +60

    22 years old and I am somwhere between Step 3 and 4 if I interpreted them correctly. Savings rate of between 40-50%. I don't make a whole lot of money, only around 35-40k per year, but I do save a whole lot of it. Currently a renter with a roommate, which definitely helps my savings rate.
    Maxing out my Roth IRA every year for this year and the previous 2 (opened in 2021), and putting a bit in a taxable as well.
    Only things I don't pay for is life insurance and health insurance (dad has a policy for me until 25), a car (I work from home, so no need for an auto loan, car insurance or gas expenses, I Uber where I need to go).
    Hoping to reach FIRE quickly :)

    • @FaultlessKing
      @FaultlessKing Рік тому +2

      Great story!

    • @kevinsavard2681
      @kevinsavard2681 Рік тому +2

      Good for you!

    • @LisetteZ3
      @LisetteZ3 Рік тому +2

      You’re killing it!

    • @HasterBlaster
      @HasterBlaster Рік тому +3

      No you are wrong. If you dont own a house you are NOT Independent. People get it wrong all the time. Imagine you lose your job/get health issues. Now all of the sudden you become this person that have to live on his car that we can see in documentaries.

    • @askmeificare5557
      @askmeificare5557 Рік тому +4

      @@HasterBlaster That is a stupid point 🤦🏼 If you are responsible for your own bills, then you are independent.

  • @LesterHess-t1x
    @LesterHess-t1x Місяць тому +412

    Success is determined by the activities or actions you take to achieve it. Wealth accumulation requires the development of good habits, such as regularly setting away funds for dependable investments at regular intervals. Since most people avoid talking about money management, which will ultimately come back to haunt them, I hope that everyone who reads this will succeed in life.

    • @wmwoods-l4f
      @wmwoods-l4f Місяць тому +2

      Investing remains a primary concern, and the best way to advance and increase wealth is to start early. My experience from the previous year taught me that I could establish a respectable standard of living by investing early this time.

    • @j.ottinger
      @j.ottinger Місяць тому +2

      I believe that frenzy will result from excessive inflation unless the Fed tightens its regulations much further. Seek the advice of a financial advisor with fiduciary responsibilities who is knowledgeable in mortgage-backed securities if you are at a crossroads or need honest advice on the best course of action to take right now with the financial markets.

    • @PaulaCarbonell-n7j
      @PaulaCarbonell-n7j Місяць тому +1

      That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?

    • @j.ottinger
      @j.ottinger Місяць тому +1

      Her name is Annette Marie Holt can't divulge much. Most likely, the internet should have her basic info, you can research if you like

    • @PaulaCarbonell-n7j
      @PaulaCarbonell-n7j Місяць тому +1

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @SuSpicious9748
    @SuSpicious9748 Рік тому +4

    We are close to Stability, the only thing is saving for that 3-6 month emergency fund. Though I've noticed the only interest we have to pay is on the Mortgage and One of our Cars, otherwise we are basically debt free. Keep up the great tips!

  • @Dr.Dumpnpump
    @Dr.Dumpnpump Рік тому +1

    37 - level 4 approaching 5. Good video! Thanks.

  • @sosadagod6963
    @sosadagod6963 8 місяців тому

    From #1 - #4 in 7 years. It can happen, hard work, dedication to your financial goal, and financial literacy/learning.
    Thanks for the vids

  • @annickapanicker
    @annickapanicker Рік тому +2

    Thank you for this video. I’m in my 30’s and just learning about how to properly handle my finances, and this has given me a lot of perspective. Thank you thank you! Subscribed :)

  • @minas.831
    @minas.831 Рік тому +3

    I’m in step 3 hoping to move to step four faster as I’m in my early 20s. The only way I can think of doing that is not buying fancy cars again, and saving more money, managing my money, and selling my car, as well as starting my retirement fund. Also I will increase my salary so whether I’m renting or saving for a house I don’t have to worry about reaching my goals.

  • @itsjpdelossantos
    @itsjpdelossantos Рік тому +1

    I just felt motivated and inspired after watching this video. Thank you.

  • @JustinPrice86601
    @JustinPrice86601 Місяць тому +2

    I am 38 and kind of stayed stuck in 2 for too long because of financial illiteracy and bad habits. I have started to pull myself out of number 2 and I'm heading toward the third level of security. I'm able to do that fairly quickly because my income is nearly triple the typical male income for my region.

  • @the_humble_investor
    @the_humble_investor Рік тому +40

    I am in Independence stage. I have no more debts (car, house and credit cards paid off). I live a humble and frugal life ($25,000 a year) since I am single. I am retired from my 9 to 5 Engineering job. I am a caregiver now for both my parents (part-time) to keep me busy.

  • @Maroku
    @Maroku Рік тому +12

    Currently, stuck in level 2 and it feels hopeless. But I know there is a light at the end of the tunnel.

    • @humphrey
      @humphrey  Рік тому +2

      Always a light, keep going!

    • @Jhawk301
      @Jhawk301 2 місяці тому

      I’m with this 35 yr old. Stuck at a low 2 so my life

  • @EllysaE
    @EllysaE Рік тому +2

    I just have enough tucked away last month to pay off my home. Car is paid off and I owe nothing to anyone. The “lightness” I feel omg omggggg immeasurable. No one tells you about that feeling. I could quit tomorrow and be completely ok!

  • @nicolasbenson009
    @nicolasbenson009 4 місяці тому +115

    At the very least, I now grasp the concept of leverage. Creating wealth and financial freedom isn't as tough as many people believe. Building wealth and remaining financially stable indefinitely is a lot easier with the appropriate information. Participating in financial programs and products is the only true approach to make a high income and remain affluent indefinitely.

    • @Michaelparker12
      @Michaelparker12 4 місяці тому +4

      Starting early is simply the best way of getting ahead to build wealth , investing remains a priority . I learnt from my last year's experience , I am able to build a suitable life because I invested early ahead this time .

    • @hersdera
      @hersdera 4 місяці тому +5

      Uncertainty... it took me 5 years to stop trying to predict what’s about to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

    • @berniceburgos-
      @berniceburgos- 4 місяці тому +5

      this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation

    • @hersdera
      @hersdera 4 місяці тому +2

      Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.

    • @BridgetMiller-
      @BridgetMiller- 4 місяці тому +2

      Thank you for saving me hours of back and forth investigation into the markets. I simply copied and pasted her full name into my browser, and her website came up first in search results. She looks flawless.

  • @thinkeightsix
    @thinkeightsix Рік тому +1

    Somewhere between 3 and 4.
    Live below my means, and focusing on paying off remainder of mortgage. Don't make much, still decent, but live in a low cost of living area. Do whatever I want until I am fully within 4 with plans of going higher.

  • @GregFreeman-jb8ww
    @GregFreeman-jb8ww Рік тому +21

    I have only made between 5 000 and just before I retired 11000 a year for my entire life. I have a small house that has been paid for 40 years. I have about $40000 invested. And I have about 13000 liquid assets. I now make about 8400 from social security but I continue to work part-time and I'm still saving money. The secret to being financially secure is not about how much you make but how much you spend!!! I am 69 now and feel quite financially secure. Thanks for your videos ,I enjoy listening. And also I learn a few things too, thank you.

    • @Cloudyconfusion
      @Cloudyconfusion Рік тому

      This is insanely impressive, great job! You’re leagues beyond where my parents are who are your age

  • @Svartr.HrafnSvartr
    @Svartr.HrafnSvartr Рік тому +33

    In theory, I'm at level 01 because I survive on disability benefits but in practice, I'm at 02. I feel I do better than some despite living in poverty because I have good money habits. I'm confident I could be quickly successful at level 03 if I find a way to boost my income, even modestly.

  • @hinkhall5291
    @hinkhall5291 4 місяці тому +2

    Stage 8 is the _your money is no good here_ stage. People are giving you free, top quality stuff and hope you will accept their swag and attend their parties.

  • @moneycoachmalika
    @moneycoachmalika Рік тому +3

    Great video. I just entered level 6 and I'm satisfied. Life is good.

  • @IRdatank
    @IRdatank Рік тому +1

    In level 3, working on getting to level 4. I have a higher net worth than both of my parents and their spouses combined and there ain't no stopping this gravy train.

  • @jonle6426
    @jonle6426 7 місяців тому

    38 year old here, level 4 with a 880k net worth with $220k of that in home equity. Currently have a 50/50 mix of taxable/roth ira/401k and rapidly making use of my company’s mega backdoor roth option by contributing to the 415 limit of $69k. My strategy to getting to level 5 is maximizing on tax advantaged accounts through the mega back door Roth option for as long as possible. Then do a 2-3 etf fund and ride it out! My calculations say I am 4-5 years away from that given my savings rate and my steady returns so far! Love this channel btw- most things I know but hearing it over and over has helped me make smarter decisions. The other day I was close to picking up my first Rolex and watched a video where Humphrey talked about the buy it twice rule. Suffice to say- I ended up picking up an Oris watch instead.

  • @Peterl4290
    @Peterl4290 2 місяці тому +329

    The actions or steps you do to attain success determine its outcome. Developing sound habits, such as consistently setting aside money for reliable investments at regular periods, is essential to accumulating wealth. I hope that everybody who reads this will have success in life because financial management is an important subject that most people avoid and that will eventually come back to haunt them.

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 2 місяці тому +3

      Investing is still a top priority, and starting early is really the greatest approach to get ahead and grow money. I learnt from my experience last year that by investing early this time, I was able to create a decent living.

    • @bobwright-90
      @bobwright-90 2 місяці тому +2

      Until the Fed clamps down even further I think we're going to see hysteria due to rampant inflation. If you are in cross roads or need sincere advise on the best moves to take now with financial markets will be best you seek a fin-professional with fiduciary responsibilities who knows about mortgage-backed securities for proper guidance.

    • @sabastinenoah
      @sabastinenoah 2 місяці тому +1

      That's impressive! I could really use the expertise of this manager for my dwindling portfolio. Who’s the professional guiding you?

    • @bobwright-90
      @bobwright-90 2 місяці тому +1

      Her name is Annette Christine Conte can't divulge much. Most likely, the internet should have her basic info, you can research if you like

    • @sabastinenoah
      @sabastinenoah 2 місяці тому +1

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @LFTRnow
    @LFTRnow Рік тому +6

    For the stage 4-5 and even low 6, you might decide to keep working for a few reasons. As you point out it is fairly optional, but health insurance isn't cheap, particularly in the US and above 40. There are also often other benefits that multiply your savings since you don't have to replace all of that plus your income and other benefits/bonuses. The good news though is you don't really fear losing your job. Another reason you might stick around is the tax incentive. If you are nearly 50 and thinking of sticking around 5 years is ok, the rule of 55 on your 401k will save you quite a bit (no 10% WD penalty, access to tax-free Roth 401k money). If you don't want to do all that, looking into other (cheaper) countries for early retirement might also be worth considering, as many include good health care when you are a resident.

  • @randxalthor
    @randxalthor Рік тому +7

    Love this practical educational content! In my security phase and moving steadily toward independence.

  • @Duppy-tq4mg
    @Duppy-tq4mg Рік тому +1

    Currently at stage 3. Great video explaining the conditions of the stages regardless of the individual’s environment.

  • @khill704
    @khill704 Рік тому +3

    33 and I feel like I am at level 4. Feeling good about that. Just paid off all my student loans too

  • @sportbikeguy9875
    @sportbikeguy9875 Рік тому +8

    30 years old, bills payed off, car payed off, could pay off mortgage but have the money invested instead, I seem to be in level 4. I'm not drawing a single dollar from my investments, I'd rather live off my job and let my portfolio grow while I'm young. Trying to get to level 5 at a decent age, to enjoy my life

    • @TheRealTommyBear33
      @TheRealTommyBear33 10 місяців тому +1

      why cant you enjoy life while you have a job? this makes no sense. enjoy life your whole life not only when your old lol

    • @SuperSpecies
      @SuperSpecies 4 місяці тому

      Paid*. Payed is a nautical term

    • @Binaya-t1l
      @Binaya-t1l 4 місяці тому

      Very good

    • @obiwankenobe3962
      @obiwankenobe3962 2 місяці тому

      ​@@TheRealTommyBear33 It makes sense to some people. I get it, I was there. You just want to do the grind and get it over with, get yourself to financial independence ASAP and start living. Some people would rather just do all the work in one large chunk, rather than in pieces.

    • @obiwankenobe3962
      @obiwankenobe3962 2 місяці тому

      @sportbikeguy9875 You're doing awesome. I only wish I was where you were at 30. One tip for the future: Start slowly thinking about how you will protect your money as you approach level 5. Making the money is easy - it's the keeping the money that's hard. At one point you might realise that inflation is a little higher than reported CPI, that rental properties actually decline in value as they age (not to be confused with price growth - that's just inflation), gold/silver are not that safe once you study history and observe the future, and taxes taxes taxes... ever increasing and harder to escape. And people around you look in your direction when they need to borrow. You might come to the conclusion that level 5 is attainable, but at far higher capitals levels than what FIRE folks rave about. That said, it's definitely doable. Just much harder than touted to be . 48yo here, level 5 (retired early) for about 2 years now - and even though Excel says otherwise - I still worry about money lasting enough. As history teaches, no wealth is safe from wars and politicians.

  • @susanlewis1953
    @susanlewis1953 Рік тому +7

    Level 4 and working towards 5 - concentrating on escaping the rat race 😊 thanks Sue

    • @BuyLessJess
      @BuyLessJess 5 місяців тому

      Do you still worry about money? I am also level 4 but I think I am doing it wrong bc I still worry about money. I think I worry about it more than when I was in the early levels.

  • @808drumz9
    @808drumz9 2 місяці тому +4

    At Level 10 you start building self-landing rocket boosters and devise plans to move to Mars.

  • @szvqorwnpstahskypfwmp9821
    @szvqorwnpstahskypfwmp9821 5 місяців тому

    Another excellent video Humphrey!!
    Thank you very much. I really enjoy
    Watching your video!!

  • @slee6593
    @slee6593 9 місяців тому

    Hey Hump...u are abundant! Great inspiring videos for even older people.

  • @ProjectFrugal
    @ProjectFrugal 3 місяці тому +1

    We've gone from level 2 to level 4.5 in 10 years. We'll get to level 5 in the next 3 to 5 years in New Zealand. Not going to pretend it has been easy, but it has definitely been worth the sacrifice.

  • @matw1x
    @matw1x Рік тому +62

    I hope everyone who sees this reaches level 6+.

  • @sbaidoo25
    @sbaidoo25 Рік тому +4

    Level 4..hoping to move to 5 by ending of next year...maybe? 🤞🏽

  • @dakotabearjojo
    @dakotabearjojo Рік тому +1

    Level 3 with 3 months of expenses saved and around $30k across my brokerages accounts. No debt. Car paid off

    • @ProjectFrugal
      @ProjectFrugal 3 місяці тому

      Nice job! You're on the right path :)

  • @developingkindness3970
    @developingkindness3970 Рік тому +5

    This was an encouraging one because it speaks more to mindset than to numbers. 31 and living in my car for the last 4 years, I can genuinely say I've achieved financial security. Every paycheck I put away 1000-1500 or more into savings and investments. And with minimal expenses, my emergency fund could cover easily 2 years of this lifestyle. My plan is to keep doing this until I have enough money to pay for food and housing for the rest of my life from dividends. I'm a social worker and by that point I should be ready to start a private practice. Then it will be a matter of deciding how many hours I want to work while I pursue other intereting goals. I've always been more interested in learning, connecting, growing, and helping than in paying for flashy experiences. If I have my health, peace of mind and a community, that's more abundance than I could ever ask for.

    • @dawnkoplitz1825
      @dawnkoplitz1825 Рік тому

      You’re a social worker and you’re living in your car???

    • @developingkindness3970
      @developingkindness3970 Рік тому

      @@dawnkoplitz1825 lol yes I'm a bit unconventional. I moved into a van in 2019 to prepare for the required unpaid internships. I was working 30+ hours unpaid, but because I didn't have rent to pay I was able to put aside money, and not have to worry even during COVID (even when the gyms were closed and I had to shower outside with a gallon of water in the woods or take a "bird bath" in a public restroom sink--never once went a day without a shower). My van got totaled (I wasn't injured) so I bought a Corolla and moved into the back. At 5'5" and with few belongings and a little clever engineering (read: lots of pillows) it's actually quite comfortable, as long as my fans are charged. Then when I graduated I figured I would keep applying these skills to achieve a truly solid financial position before paying for housing. Content like this helps me navigate the available options for investing.

    • @CalculonTV
      @CalculonTV Рік тому

      Are you living in your car by choice or because external reasons?

    • @developingkindness3970
      @developingkindness3970 Рік тому

      @@CalculonTV By choice! It's a lifestyle sacrifice as a financial strategy.

    • @CalculonTV
      @CalculonTV Рік тому

      @@developingkindness3970 I don’t know mate. I’m also living in a dorm by choice even if I could easily get my own apartment. But living in a car would be too much of a sacrifice. I mean life is short and we shouldn’t sacrifice too much of quality of life for our goal 🤔

  • @vizzyMcExee
    @vizzyMcExee Рік тому +1

    Im 30 and I'd be stage 3 since I don't own a house yet. Car is paid off, student loans being paid off this year. Focusing on in increasing my literacy and furthering my career. Haven't really worried about bills in awhile. I'm probably overpaying on insurance

  • @berttorpson2592
    @berttorpson2592 Рік тому

    This is making me feel better. I’m saving 23%, maxed out ira, this year.

  • @leonardblavatnik2690
    @leonardblavatnik2690 Рік тому +299

    It is always good to have a financial plan. I work with a portfolio manager and fixed income planner in the USA. The fixed income portion of your portfolio won’t simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.

    • @virgilludwig
      @virgilludwig Рік тому +1

      Very true, people downplay planners role, until burnt by their mistakes. I remember just after my layoff 3 years ago amidst covid outbreak. I needed to stay afloat, hence researched for licensed fiduciary advisors. Thankfully, I came across someone of practical knowledge and decades of experience. I liquidated 200k of my 340k from my 401(k) it has yielded nearly 1M usd after subsequent investments so far.

    • @virgilludwig
      @virgilludwig Рік тому

      I’ve shuffled through a few experts in the past but settled with Mr. CHRIS RYAN STEWART.

    • @virgilludwig
      @virgilludwig Рік тому

      His strategy is recession proof, more specifically profit-oriented and most likely you’ll find his basic information on the net. He’s a very well known advisor.

    • @demetriussullivan4088
      @demetriussullivan4088 Рік тому

      Asides the fact that I’ve been personally inclined with Chris Ryan Stewart. His platform is seriously making waves in the market. Even on CNBC and BBC Finance. He is a genius.

    • @demetriussullivan4088
      @demetriussullivan4088 Рік тому

      I have turned over more than half a million working with Mr. Chris Ryan Stewart on a very wide array of options and finally sticking to a few that have been favorable in the past 2 years.

  • @bayareadrifter415
    @bayareadrifter415 Рік тому +8

    Had a business. Lost it during covid but made enough to buy a 524k home all cash. Now I just do side jobs like Doordash and Uber Eats everyday with a savings of 30k and another 30k in investments. Which level would i be in? For certain reasons i am unable to get a good paying job

    • @susikinzki
      @susikinzki Рік тому

      If you are not renting the home out I would say level 2

  • @goldfish3858
    @goldfish3858 Рік тому

    I’m 22, approaching the near end of step 2, I’ll be graduating undergrad next year in December and thankfully I only have 2 credit cards (just got a cc that required an excellent credit score range) but all paid off as I don’t spend much at all, no car payments, $1000 retirement fund, $1000 EMS fund, only a student loan that I can immediately pay if I get a full time job, no health insurance. If the Lord blesses me with a full time job, within 3-4 months no more student debt and since I will seek the most frugal lifestyle, I’m hopeful that once I make it to a year of working, I’ll be at stage 3 :))

  • @calliegoldberg8649
    @calliegoldberg8649 9 місяців тому

    I’m so glad I found your channel! 🙏🏼

  • @CreativeMindsAudio
    @CreativeMindsAudio Рік тому

    Technically I’ve never gone beyond dependence on my parents because they’ve always paid my cellphone, but discarding that I’ve been to stability for a few months. Then i got into a car wreck and my job fired me because I had to be on disability for too long and lost everything. Slowly rebuilding to that level, but it’s tough as the rent to average wage ratio has gotten way out of hand in most cities. Looking to leave my current city for a much cheaper one soon, but even that has its own challenges (like selling many things i own and spending all my savings for a move to a place i don’t have work yet hoping to find work).

  • @marcoprolo1488
    @marcoprolo1488 3 місяці тому

    I'm between Independence and Freedom. It's a good place to be. I travel a lot especially in Winter, but I don't need to fly on jets. I'm staying on the low side.

  • @BlueScoutArmory
    @BlueScoutArmory Рік тому +8

    28 y/o at level 4 - life is great and we’re just getting started. It’s all about who you know, I definitely couldn’t have got to this point without knowing the right people. Currently working to achieve level 5

    • @Cloudyconfusion
      @Cloudyconfusion Рік тому +2

      I appreciate the honesty about having a good personal network. Makes sense!

    • @dancingshade5344
      @dancingshade5344 Рік тому +1

      You are definitely ahead of the curve here.
      I'm 32YO and firmly sit in level 4.

  • @readytoscratch7275
    @readytoscratch7275 Рік тому +1

    I’m a peon stuck on level 2 for last 22 years of my life. But just got a way better paying job so that might change soon enough. Great video btw!

    • @merl7972
      @merl7972 Рік тому +1

      Congrats! DON'T CHANGE A THING. auto withdrawal from your account right into wherever it needs to go and reap the benefits of your labor.

  • @IndependentPrettyGirlis
    @IndependentPrettyGirlis Рік тому +1

    I'm 32 at level 5, working on getting to level 6! Now that I'm at this stage it's so much fun, like a game 😂

  • @tobeymaguire647
    @tobeymaguire647 4 місяці тому +1

    Level 01 gang
    👇

  • @CardioVesting
    @CardioVesting Рік тому

    Thanks Sir, new insight to me

  • @camerongray7767
    @camerongray7767 Рік тому +1

    I’m only on level 3. Working on saving for a house deposit. Still over a year away!

  • @tive2
    @tive2 Рік тому +2

    I am 37, working in IT industry with 6 figure salary. Reached level 4 a couple of years ago, but currently at level 2.5 as most of my financial assets (diversified ETF portfolio on the stock market) was blocked last year and I was forced to go to immigration to another country with a small emergency fund.
    Now I am slowly moving back to level 3 by maxing up my emergency fund and planning the steps for the next couple of years in my life - getting residency in the first world country, moving and settling on the new place and starting investment into the stock market using stable financial infrastructure and widely diversified ETFs.
    Not sure if I would be able to reach level 5 whenever, but 4+ in 10-15 years looks realistic.

    • @utahockey
      @utahockey Рік тому

      That sucks man hahahaha

    • @Governemntistheproblem
      @Governemntistheproblem Рік тому

      All these podcasts are targeted to first world listeners. Others are simply ignored

    • @WangRealEstate
      @WangRealEstate Рік тому +1

      What you mean your assets were blocked?

  • @JMoney980
    @JMoney980 Рік тому

    I’m 37 yo and I would say I’m at level 3-4. I do have more than 3-6 months of security for emergencies like paying the mortgage. Started a RE business as a side hustle to hopefully get to step 5.

  • @ArtanDanish
    @ArtanDanish Місяць тому

    True wealth is well being.

  • @alexlau2312
    @alexlau2312 Рік тому

    I'm at level 3, fighting to graduate into 4 :) Thanks for the awesome video!

  • @mayzavan
    @mayzavan Рік тому

    I moved out from my parents around 2 months ago, still studying, and i feel quite better after watching this video. I was thinking all the time about how bad my sitauation was etc etc but i figure im easily standing in 2nd level slowly moving into 3rd. Im not going to slow down, but i feel a lot calmer right now. Just thinking about how much time i still have and that im basically just at the very beginning. Thanks for this video

  • @jeran881
    @jeran881 Рік тому +2

    47 year old here. Still at survival, always at survival and nothing but survival. How long. As long as I can until survival is no longer an option.

  • @franklinhenson2279
    @franklinhenson2279 4 місяці тому

    Well done!

  • @No29999
    @No29999 4 місяці тому

    32 years old and lvl 2, working towards the lvl 3. I really feel I need to be in the lvl 3 category as that will give me way more ease of mind in a world full of vaxxxes and economic pressure. If only I had a tutor 8 years ago, but I really started working myself up 3 years ago. Still on my way, but it’s looking much better than where I started.

  • @lukaskantor2645
    @lukaskantor2645 Рік тому

    Im 30yo, 3 small kids, wife, quite low mortgage, one house, a new car every 2 years. We save whole one monthly income from my wife. Im midlle class worker (steel engineer) with many side jobs for another companies. i think im beetwen level 2-3. And Hope i Will reach the next level in 5 years. Thanks for good explain of levels of wealth.

  • @kickinkanga7026
    @kickinkanga7026 Рік тому +1

    I am doing better than I thought to be honest. I'm middle class or level 4,but I live well within my means and have hobbies and interests that doesn't cost me loads of money.
    Own your house have a few hundred in investments and a stable enjoyable job. Don't buy stuff to impress ppl you don't know or care about.

  • @MichaelAD222
    @MichaelAD222 5 місяців тому

    Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.

  • @mikeg3439
    @mikeg3439 3 місяці тому

    Living in So-Cal it's hard, but at age 56 I'm well into security, and trying to get to that independence. Shooting for by age 60, it's a tough haul. High household income in USA is "middle class, you're doing okay" in So-Cal. Enjoying the grind, always have since age 17.

  • @KiLLED5639
    @KiLLED5639 Місяць тому

    I am level 1, 3, & 4 all at once. I'm a disabled vet living under my sister's roof which ironically i helped her buy it. I skipped level 2 because without rent or utility bills, 60% of my paycheck just piles up in my bank account waiting to be invested. I have an emergency fund and my brokerage account is sitting at $250k. More than enough to make me a millionaire without having to add anymore.
    My situation is very abnormal because i'll have to go back to work to get a place of my own when i'm already financially secure.

  • @RokOD
    @RokOD Рік тому +1

    Excellent video, Humphrey! I was wondering if you had any data or studies that show which levels of wealth provide people with the happiest and/or most fulfilled lives. At least for me, that would make it easier to decide where I want to aim.

  • @Mactakun
    @Mactakun Рік тому +3

    Considering how I feel when I look at my bank account. I am definitely in the Depression stage

  • @marcosvaldes8910
    @marcosvaldes8910 Рік тому

    Currently at Financial Security. Working my way to FI hopefully within the decade. 🤞🏽

  • @jaye6300
    @jaye6300 2 місяці тому

    Some people are in the stability level and above and still have the survival mentality

  • @TeachingGenZMilionaire
    @TeachingGenZMilionaire Рік тому

    The thumpnail picture got me... Got not disapointed afterwards. thumpsup!

  • @maddihudson8982
    @maddihudson8982 Рік тому

    Nice explanation.
    Thanks, Humphrey.

  • @Thebeastinater
    @Thebeastinater Рік тому +3

    As close to financially secure at 25 with a child that I can be! Own 2 duplexes and live in one of the units, once we move into our single family we are bound to take a slight step back

    • @Cloudyconfusion
      @Cloudyconfusion Рік тому

      This really inspired me that I can take on a duplex, thank you! Is managing it hard? Do you pay another company to do that and do maintenance? Thanks for your help❤

    • @Thebeastinater
      @Thebeastinater Рік тому

      @@Cloudyconfusion I manage them myself, its very easy until everything is going wrong all at once🤣 its best to buy a duplex and live in one side and get the house updated and functional

  • @acedes8689
    @acedes8689 3 місяці тому

    Subscribed!

  • @appleztooranges
    @appleztooranges 5 місяців тому

    36 years old. Paid house off at 31. Wish I invested hard after but took a break. Now at 36 I’m going hard at Roth IRA / 457b / and pension (total 33%) into retirement. Eventually will open brokerage

  • @oiloil7083
    @oiloil7083 4 місяці тому

    Level 3 for now, however I’m in bad economic environments so I’m satisfied with this level

  • @schunkelperser1794
    @schunkelperser1794 Рік тому

    Another great video, Hump.

  • @valerieewing4023
    @valerieewing4023 Рік тому

    Between 2 and 3 only because i don't have 3-6 months saved up yet, but I have everything else! At 36 I started over career wise but going for that FIRE (but it's Financial Independence, Recreational Employment).

  • @expensivefreedom
    @expensivefreedom 5 місяців тому

    31 years old and we’re at level 4. Within the next year we should have enough money in non-retirement investments to cash off our mortgage if the need should arise. I’m very much looking forward to that milestone.

  • @karimcheese7257
    @karimcheese7257 8 місяців тому

    I'm definitely at level 3 and have the potential to be at level 4 in the next couple of years.

  • @regtalkswealth
    @regtalkswealth Рік тому +1

    They're levels to this game 🤑

  • @calbowa
    @calbowa Рік тому +1

    24 y/o - stability stage working toward security. About 50% after tax savings rate. Should hit 6 month emergency fund EOY. Happy I started early.

    • @humphrey
      @humphrey  Рік тому +2

      wow great to hear

    • @BasicLib
      @BasicLib Рік тому

      How much do you pay in Rent ?

    • @calbowa
      @calbowa Рік тому

      @@BasicLib1250 before utilities, I live in Dallas.

  • @DinglepopYT
    @DinglepopYT Рік тому

    Good stuff Humphrey!

  • @colinlynch6491
    @colinlynch6491 4 місяці тому

    Im at level 3, refilling my emergency funds, then getting my investments start again

  • @stayfocused6481
    @stayfocused6481 5 місяців тому

    I’d say I hit stage 3 in the past month. I just hit 6 months of emergency savings and finished paying off my student loans

  • @Courtney-Alice-Gargani
    @Courtney-Alice-Gargani Рік тому +3

    I love this video. When Humphrey and Graham Stephan post a video on the same day, life is good.

    • @humphrey
      @humphrey  Рік тому

      Did he post? I gotta check!