The Three Stages of Wealth

The Three Stages of Wealth: Debt, Saving, Investing

There has never been a better time to understand money because it isn’t what you imagine. Most of us spend our lives dreaming of having more money, but we should focus on adding more value.

As you better understand the value system, you’ll determine how money orients itself depending on the end user.

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There are three phases of time: past, present, and future. These three stages coincide with the three stages of wealth: debt, savings, and investing.

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By focusing on progressing through these stages of wealth, we can ensure our freedom and that of our children. However, it’s not going to be an easy journey. 

The first stage of wealth is Past/Debt. We begin our journey to wealth by being in debt. We owe others even if we are not physically in credit card or student loan debt.

You see, the American dream costs over $7 million. Therefore, it’s only a matter of time before you have to pay someone to live your dream.

Don’t worry; the American economy feeds on your desire for more. The more you want, the deeper you dig yourself into debt.

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Debt is the negative effect of compound interest working against you. I got myself into $77,000 worth of debt just by simply living an everyday family life.

The worst part about being in debt is that you can’t add value. You have too much stress to focus on others, such as family, friends, and community members.

If you find yourself in debt, read the book “I Will Teach You to Be Rich” by Ramti Sethi. Getting out of debt is more a spiritual and emotional journey than a financial one.

Without a major shift in mindset, it’ll be challenging to get out of debt—and stay there. The most critical part of buying your freedom is controlling the pressure to spend.

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We all have a detailed vision of how life needs to look, but it usually manifests as an image of things, travel, and excitement.

If you can convert that vision to spending time with family, building community, and expressing joy, you’re much more likely to free yourself.

The second stage of wealth is Present/Saving. As we travel through the debt phase, we unlock more cash flow to save.

Saving protects what we have earned. Having an emergency fund is essential to the health of our family and friends.

At some point, we will become flush with cash. This means we will have no debt and a fully funded emergency fund—hooray!

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At this point, we begin to add value to others. Trust me; getting out of debt is perhaps the most significant moment in one’s life.

Dave Ramsey is an excellent resource for getting out of debt, building an emergency fund, and investing in your 401K. I like the book by his daughter, “Know Yourself, Know Your Money.

Dave Ramsey doesn’t believe in debt of any kind. I have one wife, two kids, one dog, and three houses, so I feel slightly different about debt.

I know that to live, you occasionally need to spend into debt. But I have the resources to pay off debt quickly. You need to make your own choice about how to manage your daily operations.

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The biggest takeaway from the saving stage is to begin feeling confident in your financial ability.

You don’t need to live in fear because everything will be okay. You can simply protect yourself from financial ruin by thinking before making emotional purchases.

The third stage of wealth is Future/Investing. Most people do not make it to the investing stage because it requires taking on risks.

As people move firmly into the savings stage, they feel their greatest assets are their emergency fund, savings account, and primary residence.

However, your greatest asset is your mind. When you invest for the right reasons, you’ll find that the risk is minimal.

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The world of investing will provide you with what you need if you respect its boundaries. Let’s take a look at an example.

Most people jump into investing to double their money in 2-3 months, which is silly. They get a hot tip on a stock when talking at the water cooler, and they invest with no knowledge, goal, or backup plan. Then, they fail and feel burned.

However, if you take the time to evaluate your true goal (say, additional income), you can invest in building a dividend portfolio that pays you $1,000/month.

The key to investing is extracting precisely what you need. As you take the resources you need, you’ll build wealth slowly—which is the key.

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Robert Kiyosaki helped convert me from having an employee mindset to an entrepreneurial one. If you read his books, you’ll see his logic versus staying in the saving phase. I recommend “Unfair Advantage.

Eventually, you’ll position yourself to find a true hidden gem. Investing isn’t about seeing what is currently available; it’s about predicting what’s next.

You don’t go all in once you see a path—let’s say the Metaverse. You take a measured risk based on your current resources.

Your investment into the Metaverse may only be reading a book outlining what’s to the details. Perhaps you invest $500 into a new start-up, purchase some Ethereum, or buy Facebook (META) on the stock market. 

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There are so many ways to invest that it truly is unfathomable. Getting to the investing stage is vital because you can begin overcoming your kids’ debt phase.

Saving vs. Investing. There is really only one way to save; however, investing has unlimited potential.

Investing means far more than jumping into the stock market. It can be purchasing an ATM, renting a car, buying a billboard, or creating content for a blog.

Many people get comfortable in the saving stage. Living on a budget, saving for vacations, and having an emergency fund are outstanding accomplishments—they feel on top of the world.

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Conclusion. However, the world moves at an exponential pace, not a linear one. This means that the cost of college doesn’t increase by $1,000 every year; it goes up 5% (for example).

If the world moves in percentages, we must speak that language. Investing is about adding value, getting a solid return, and maximizing your time.

How Would You Invest $300,000?

Can you imagine your kid trying to save for a house down payment in today’s market? Even if they save $100,000 over five years, the market will probably increase by 20%.

That’s why we need to invest to get ahead of inflation, living increases, and capitalism. The more we learn about investing, the better chance our kids have to escape their debt phases.

Most of us start as in-debt-ured servants, whether we see it or not. But that doesn’t have to be where we finish.

We can all place ourselves firmly in the Saving phase, and a few will become Investors. Whatever you decide, don’t stay in the Debt phase. Good Luck!

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Disclosure: I am not a financial advisor or money manager, and any knowledge is given as guidance and not direct actionable investment advice. I am an Amazon Affiliate. Please research any investment vehicles that are being considered. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it.  I have no business relationship with any company whose stock is mentioned in this article. All Right Reserved Military Family Investing


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