Wealth Strategies Unleashed

← Wealth Strategies Unleashed24 Jul 2025 · 22 min

The 4 Levels of Retirement

The 4 Levels of Retirement24 Jul 202522 min

Retirement is a series of stages. In this episode of Wealth Strategies Unleashed, Robert Gilliland & Karen Heider cover what separates each of the 4 levels, and what you can do to level up no matter where you’re starting from. This episode walks through the four “levels” of retirement, and how to move from one to the next. Let’s blend practical financial strategies with behavioral insights to help you assess where you are now and create a clear plan for leveling up. We share actionable wa...