The 3-Bucket Strategy That Creates Millionaires (Most Miss This!) | Ages 25-55 Blueprin

Discover the age-based investment allocation strategy that 95% of investors completely overlook. This isn’t your typical asset allocation advice - it’s a comprehensive three-bucket system (taxable, Roth, pre-tax) that maximizes wealth at every life stage while minimizing taxes.

In this episode, you’ll learn:

• Exact investment percentages for ages 25-35, 35-45, 45-55, and 65+

• Why a 5% Bitcoin allocation makes sense for younger investors

• Advanced Roth conversion strategies for peak earning years

• Real estate and private equity integration techniques

• Catch-up contribution strategies for investors 50+

• The final wealth decision that changes everything

Whether you’re just starting your wealth-building journey or optimizing your existing portfolio, this blueprint provides actionable strategies you can implement immediately. Don’t miss the game-changing revelation at the end that could be worth six figures to your retirement.

CHAPTERS:

00:00 Introduction to Wealth Building 4.0

01:24 The Wealth Building Trinity

02:29 Wealth Strategies for Ages 25-35

04:46 Wealth Strategies for Ages 35-45

08:13 Bitcoin: The 5% Wild Card

09:23 Wealth Strategies for Ages 45-55

11:47 Real Estate and Private Equity Investments

13:24 Actionable Wealth Building Strategies

14:27 Conclusion and Next Steps

#WealthBuilding #RetirementPlanning #InvestmentStrategy #RothIRA #401k #PassiveIncome #RealEstateInvesting #Bitcoin #TaxOptimization #financialfreedom

Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:

https://www.momentouswealthadvisors.com/book

To schedule a Discovery Call go to:

https://www.momentouswealthadvisors.com/contact

Brian D Muller(AAMS©), Founder, Wealth Advisor

XYPN Invest Disclaimer:

Brian Muller is an Investment Adviser Representative of XYPN Invest, an SEC-registered investment advisory firm doing business as Momentous Wealth Advisors. This podcast is not published on behalf of XYPN Invest, and the views expressed herein are solely those of Brian Muller.

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The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.

Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.

We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information.