I’ve been a financial planner for over 10 years. Here are the 6 most useful lessons I’ve learned from my wealthiest clients.

From Yahoo Finance: 2025-06-08 13:07:00

A financial planner with 10+ years of experience shares six key lessons learned from wealthy clients. Lessons include generosity, health, and the importance of relying on others. Wealthy individuals prioritize outsourcing and delegation, health, continuous learning, disciplined spending, and owning income-generating assets. These habits can be applied by anyone to improve their financial situation.



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