X Curve Secrets: The Unusual Wealth Strategy You Need to Know

Your financial needs don’t stay the same throughout your life—so why should your strategy?

In this episode, Anna breaks down the X Curve, a concept that maps out how your need for financial protection decreases as your wealth and investments (ideally) grow over time. Whether you're in your 20s and building your life, or in your 60s and planning for retirement, this framework helps you understand exactly what to focus on next.

You’ll learn:

• Why your 30s are all about protection: life, disability, and income insurance
• Why your 60s and beyond are all about preservation: ensuring your investments last
• How to prepare for the fear of “outliving your money”
• Why women especially need to plan for longer life expectancies
• What types of financial products support you at every stage

This isn’t just about investing. It’s about being intentional with your financial choices at every phase of life—and giving yourself the confidence to adjust your strategy as you grow.

🌱 Watch now and learn how to align your financial plan with your current season—and set your future self up for peace, comfort, and freedom.
👉 Download your free copy of the Beautiful Wealth eGuide and share this episode with someone who’s ready to take control of their financial timeline.