8/15/25 The Money Playbook for Young Millionaires

Becoming a millionaire at a young age (take Sydney Sweeny. Please.) is an incredible achievement—but keeping and growing that wealth is a whole different game. Richard Rosso & Jonathan McCarty break down The Money Playbook for Young Millionaires—the proven strategies high net worth young investors use to safeguard their money, build lasting wealth, and avoid costly mistakes. Everything from wealth protection for young investors, asset protection strategies, and tax planning for young wealthy individuals, to the critical mindset shifts needed to grow your net worth in any market...whether your success came from business, investing, or inheritance, this guide will help you protect your wealth for decades to come. If you’re a high net worth millennial or a young investor ready to play the long game, this is your roadmap. 1 - Sydney Sweeney's Worth "only" $40-Mil 2 - Taylor Swift's Financial Plan 3 - Health & Wealth 4 - Basic Trust Planning 5 - Tax Planning & Strategies 6 - The Most Important Decision You Can Make 7 - Estate Tax Planning 8 - Trust Planning & Taylor Smith 9 - Where There's a Will... 10 - Charitable Giving & Linda Blair 11 - Investing in Opportunity Zones 12 - Final Wishes & Abandoned Assets Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=fOXqIaMP8RY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Market Breadth Expands," is here: https://www.youtube.com/watch?v=2gfnyTW59w8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Will the Fed Cut Rates NOW??" https://www.youtube.com/watch?v=D1vTkvEIUxg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #WealthProtection #YoungInvestors #HighNetWorth #AssetProtection #FinancialPlanning #SydneySweeny #TaylorSwift #InvestingAdvice #Money #Investing