UBS Wealth Report 2025: Key Insights on the Future of Wealth - Ep 111

Justin and Jared break down the key insights from UBS’s Global Wealth Report. We look at how wealth is growing across different demographics, why median wealth in the U.S. is outpacing other countries, and what the rise in everyday millionaires really means. We also dig into unique factors driving this trend, including equity ownership and mineral rights, and what they mean for oil and gas professionals. Finally, we connect the dots between wealth distribution, consumer behavior, and economic resilience, giving you practical takeaways to strengthen your financial planning and investment strategy.

For more information and show notes visit: https://www.bwmplanning.com/post/111

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Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional