Episode 107: 3 Behaviors That Protect Your Wealth

In the last episode, we broke down the behaviors that quietly destroy wealth—emotional decisions, lifestyle creep, and overconfidence. But avoiding mistakes is only half the equation. In this episode, Erik Garcia, CFP®, and Xavier Angel, CFP®, flip the conversation and focus on what actually protects wealth once you start building it. Because wealth isn’t just created—it has to be preserved with intention. We walk through three foundational disciplines: living below your means to create margin, reinvesting instead of extracting to keep your money working, and avoiding catastrophic mistakes that can undo years of progress. Grounded in behavioral finance and real-world experience, this episode shows why wealth is often less about big wins—and more about consistently doing the right things over time. Listen: https://www.plan-wisely.com/episode-1... Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/7cZKbdi... Google Podcasts: https://www.google.com/podcasts?feed=... Amazon Music: https://music.amazon.com/podcasts/e46... Stitcher: https://www.stitcher.com/s?fid=662015 iHeartRadio: https://iheart.com/podcast/88572238/ Podcast Addict: https://podcastaddict.com/podcast/368...