The 5 Types of Wealth – Finger Financial Five #207

“As you start to walk on the Way, the Way appears.”

Rumi (I have this on the wall in my office)

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I started reading Sahil Bloom’s book, ‘The 5 Types of Wealth’.

Great book.

It is full of thought-provoking questions to help you understand where you currently are and how to prioritize your time and energy. 

A few points in the book are:

1. At lower levels of income, money actually CAN buy happiness by reducing financial worries and stress.
2. If you are unhappy while having a higher income, more money will not likely make you happy.
3. If you are already happy while having a higher income, then it is not likely that more money will make you happier.

The 5 Types of Wealth are:

Real financial planning for real life.

Riverbend is a fee-only, fiduciary advisor. Our plans are personal, shaped by your values and designed to help you build a full life.

Who We Are
1. Time Wealth is freedom to choose how you spend your time.
2. Social Wealth is your connection to others both personally and professionally.
3. Mental Wealth is connections to a higher sense of purpose, which drives your short and long-term thinking.
4. Physical Wealth is your health and vitality.
5. Financial Wealth is your money, income, and resources.

Riverbend is a Wealth Management company, but my hope is that we provide you the freedom to pursue the other 4 types of wealth. That is where life lives.

Check out our new YouTube video on Tax Planning mistakes that cost you $10k+.

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Jeremy Finger, Founder

Jeremy grew up in Nichols, South Carolina, where fishing with his dad sparked a lifelong interest in how money shapes our lives. Since becoming a financial advisor in 1996, he’s helped people navigate life’s biggest moments—and today, with Riverbend, he offers a calm, personal approach that helps clients focus on what matters.

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