top of page
Writer's picture Treavor Dodsworth CFP®, CPA, CKA®

#83 - Income vs. Wealth


Income vs. Wealth

Biden made a campaign promise that anyone making under $400,000 wouldn’t see a tax increase. We are still a little uncertain about all the specifics surrounding that number but it has caused many to question what is wealthy vs. not wealthy.


An individual’s income level correlates with their asset level far less often than you would expect. In other words, you would expect someone making $400K a year to have several multiples the net assets of someone making $100K a year. From my experience, that isn’t always the case.


Income is obviously important to building wealth but two things that are also important are self-discipline and financial knowledge.


Right now, my son Wesley loves trash trucks. Few things capture his attention as quickly as the trash truck coming down the street. My guess is this is a young boy's fascination but let's say it's not and Wesley works as a trashman most of his life. He very well could as trashmen play a vital role in bringing order to our communities. I believe if he stewards what he makes well and has a good understanding of finance that he can live a life where finances are rarely a concern.


My goal is to teach Wesley about money so that he can choose any career he wants and still have more than he needs.


There are people who grow their net assets via other methods than just being smart with their income but I strongly believe in teaching financial literacy and self-discipline. Your income does not define your net assets but what you do with your income very well could.

 

Interesting Article(s) or Video(s)

  • “There are plenty of people who earn $400k a year or more who don’t save nearly as much as they should because their lifestyle outpaces their income. There are others who earn $50k a year or less who save way more than they should because they keep their lifestyle in check and live below their income.”

 

Thank you for reading!

Kommentare


Thanks! Message sent.

All written content on this website is for information purposes only. Opinions expressed herein are solely those of Sycomore Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. The owner of this website takes great care to thoroughly research the information provided to ensure that it is accurate and current. Nonetheless, the content on this website is not intended to provide tax, legal, accounting, financial, or professional advice, and readers are advised to seek out qualified professionals that provide advice on these issues. All information or ideas provided should be discussed in detail with an advisor, accountant, legal counsel, and/or other pertinent professionals prior to implementation. In addition, the owner cannot guarantee that the information on this website has not been outdated or otherwise rendered incorrect by subsequent new research, legislation, or other changes in law or binding guidance. Neither Sycomore Financial or it's owner shall have any liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information contained on this website. In addition, any advice, articles, or commentary included on this website do not constitute a tax opinion and are not intended or written to be used, nor can they be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Any mention of an investment product or solution is not a recommendation to buy or sell. ETFs that are mentioned may not accurately reflect the market segment mentioned. Past performance is not a guarantee of future results. Any mention of rates or return should not be seen as a guarantee those rates or return will be received.

bottom of page