Todd PolkeInvestment Strategist l Wealth Coach l Speaker, Todd Polke · Investment Strategist l Helping Investors and Business Owners grow their Wealth Faster

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16 Jul 2023 · 1 min

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In this short video, the presenter frames an individual's wealth portfolio as a business and outlines four distinct business phases defined by the amount of investable capital. The phases are: Startup ($0–$50,000), Growth ($50,000–$300,000), Expansion ($300,000–$1 million), and Scale ($1 million+). Viewers are prompted to determine which phase they currently occupy based on their own investable capital figure.

Chapters

Your wealth portfolio is a business. So we're going to be talking about business phases. Are you in startup phase in this metric? Are you in a growth phase? Are you in expansion phase? Or are you in a scale phase for each of these 5 metrics? So if you have between $0 to $50,000 of investable capital, that's kind of a little bit in startup stage. If you have between $50,000 to $300,000, growth phase. $300,000 to $1 million, expansion. Scale phase, $1 million plus. So I want you to go through and identify which one you are in right now based on the investable capital figure you put together.