Building a Financial Plan for a 45-Year-Old Couple With $2.5M Saved | Ep. 26

Beyond The First Million · Oct 22, 2026 · 32m

In this episode, Gideon and Jordan walk through a case study: Brian and Stephanie, ages 45 and 43, with two kids, $650,000 of household income, and $2.5 million saved.

They are a composite of real clients, and Gideon and Jordan take them step by step through a full financial plan, in the order they would actually tackle it, with the recommendations they would actually make.

The real question is not whether Brian and Stephanie are doing “well.” It is whether every piece of their financial life is pointed in the same direction.

In this episode:

Why your home should stay out of your net worth…