Wealth Management Report - Living Your Dreams
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Wealth Management Report - Living Your Dreams
The #1 UHNW Finance and Wealth Management Newswire
Curated by Enzo Calamo
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July 12, 10:13 PM
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Retirees have questions for financial advisers. Here's what they want to know.

Retirees have questions for financial advisers. Here's what they want to know. | Wealth Management Report - Living Your Dreams | Scoop.it
Increasingly, retirees are turning to financial advisers for the first time to help. Here's what they are asking.
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July 12, 10:05 PM
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Retirement didn't slow me down. At 75, I'm living out of a backpack and traveling the world.

Retirement didn't slow me down. At 75, I'm living out of a backpack and traveling the world. | Wealth Management Report - Living Your Dreams | Scoop.it
Updated Jul 12, 2026, 11:14 PM GMT Christine Casady has been traveling the world in retirement with her husband, Rick. Provided by Christine Casady. This as-told-to essay is based on a conversation with Christine Casady, a 75-year-old retiree from the US. It has been edited for length and clarity. My husband is an avid traveler, and thanks to that, we've been traveling extensively for almost three decades. Ten years before I retired, we started taking longer trips, spending a couple of months at
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July 12, 10:02 PM
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Why your health plan doesn’t cover GLP-1s, according to a top insurance exec

Why your health plan doesn’t cover GLP-1s, according to a top insurance exec | Wealth Management Report - Living Your Dreams | Scoop.it
The corporations that pay for private employee health insurance are not ready to swallow the high costs of the enormously popular drugs, said the CEO of CVS Health.
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July 12, 9:58 PM
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The No. 1 decision for aging retirees: Stay at home or move into a senior community?

The No. 1 decision for aging retirees: Stay at home or move into a senior community? | Wealth Management Report - Living Your Dreams | Scoop.it
The surprising costs of aging in place: Why staying in your longtime home requires more planning than you think
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July 12, 9:48 PM
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The Average TFSA Balance for Canadians at 55

The Average TFSA Balance for Canadians at 55 | Wealth Management Report - Living Your Dreams | Scoop.it
Canadians average $43,519 in their TFSA at 55, but unused room tops $57,000. Here's how dividend stocks like BMO can help close the gap.
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July 12, 9:48 PM
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The new ‘magic number’ for retirees is a lie for millions of Americans — fight the fear and focus on this figure instead

The new ‘magic number’ for retirees is a lie for millions of Americans — fight the fear and focus on this figure instead | Wealth Management Report - Living Your Dreams | Scoop.it
Your personalized magic number could be very different from the national average of $1.46 million, and this fact could be a game-changer for your retirement plans.
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July 12, 9:41 PM
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Real estate is no longer the wealth builder it once was — but is it a bad investment?

Real estate is no longer the wealth builder it once was — but is it a bad investment? | Wealth Management Report - Living Your Dreams | Scoop.it
Warren Buffett has changed his tune on real estate investing. Here’s how to decide whether you should do the same.
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July 12, 9:31 PM
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New Report Unveils Number of American Millionaires and 2025's Surprising Increase

New Report Unveils Number of American Millionaires and 2025's Surprising Increase | Wealth Management Report - Living Your Dreams | Scoop.it
The U.S. added more than 441,000 new millionaires in 2025, accounting for nearly half of all new millionaires worldwide. Nearly 79% of U.S. personal wealth is held in financial assets, making wealth gains more dependent on stock market performance than in most markets.
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July 12, 9:29 PM
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France adds a new millionaire every 15 minutes. How does Europe compare?

France adds a new millionaire every 15 minutes. How does Europe compare? | Wealth Management Report - Living Your Dreams | Scoop.it
Eastern Europe recorded the fastest growth in dollar millionaires in percentage terms, while the UK, France and Spain ranked just behind the US in the number of new millionaires added.
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July 12, 9:28 PM
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My problem with Gary Stevenson, the millionaire who wants to tax the rich

My problem with Gary Stevenson, the millionaire who wants to tax the rich | Wealth Management Report - Living Your Dreams | Scoop.it
He’s a populist Robin Hood with a Channel 4 documentary — but I couldn’t believe what happened when a tax lawyer turned the tables on him
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July 12, 9:27 PM
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There are more millionaires than ever. The US saw 1,200 new ones minted every day last year

There are more millionaires than ever. The US saw 1,200 new ones minted every day last year | Wealth Management Report - Living Your Dreams | Scoop.it
There are over 23 million millionaires in America. In Italy, for comparison, there are just 1.2 million.
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July 12, 9:27 PM
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A Costco worker earns $33 per hour, but is a millionaire with a house and a pool — here's how he built his wealth

A Costco worker earns $33 per hour, but is a millionaire with a house and a pool — here's how he built his wealth | Wealth Management Report - Living Your Dreams | Scoop.it
This Costco employee’s story is less about a stroke of luck than it is the financial arithmetic of staying put at a company that makes doing so worthwhile
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July 12, 7:27 PM
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Live Richer Abroad: 7 Countries Where Canadians Spend Way Less

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July 12, 7:02 PM
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3 Reasons High Earners Should Revisit Their Financial Plans

3 Reasons High Earners Should Revisit Their Financial Plans | Wealth Management Report - Living Your Dreams | Scoop.it
Technology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.
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July 12, 4:37 PM
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7 Money Habits of the Proverbs 31 Woman That Made Her Richer Than Her Husband

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July 12, 4:35 PM
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15 Cheap Mistakes The Rich Never Make

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July 12, 4:28 PM
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10 Signs Someone Is Legit Rich Even Though They L

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July 12, 4:27 PM
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This is Why Compounding FEELS Slow (Until the 8-5-3-1 Rule Kicks In)

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July 12, 4:26 PM
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The Lifestyle Inflation Trap and How to Escape It for Good

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July 12, 12:10 AM
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The US is NOT a wealthy country: This is the real data

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July 11, 7:04 PM
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The Truth About Trading That the Gurus Won't Tell You | VisualEconomik EN

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July 11, 6:58 PM
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Most People Start Investing Too Late at 40 (This System Fixes That)

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July 11, 6:57 PM
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The System Keeps You Broke: How to Escape And Get Rich | Machiavelli

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July 11, 6:56 PM
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7 Ways Rich People Use Debt to Get Richer

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July 11, 6:46 PM
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Compounding WON’T Make You Rich in This Crash If You DON’T Do THIS Now.

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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.