Stephanie Walter, CEO of Erbe Wealth, reveals how the affluent approach money differently and shares actionable wealth-building strategies that challenge conventional financial wisdom. We uncover the myths that keep most people from building true wealth and explore why cashflow and control are the ultimate financial goals.
• The wealthy utilize money actively rather than just accumulating it
• Most Americans don’t realize they’re paying 2-3% in hidden 401(k) fees that devastate returns
• Tax diversification is critical with tax-free buckets ideally being your largest asset pool
• Premium-financed life insurance offers tax-free growth with market upside protection
• Wealthy investors prioritize avoiding losses over chasing high returns
• Understanding your unique “Way to Wealth DNA” helps align investments with your values and skills
• The dangerous math of investment losses: a 25% drop requires a 50% gain to recover
• Control comes from investing in things you understand rather than anonymous market funds
Get Stephanie’s free book “Shattering Money Myths” at erbewealth.com and learn more about approaching wealth like the affluent do.
About Our Guest
Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them — sometimes at several places at the same time! Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed onto the next generation.
Stephanie Walters, CEO of Erbe Wealth
3705 Kipling Street, Suite 203
Wheat Ridge, CO 80033
303-995-0928
LinkedIn: https://www.linkedin.com/in/stephanie-walter-057594196/
Facebook: https://www.facebook.com/erbewealth
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
