You’re Not Broke — You’re Overspending | Jonathan Wellum episode artwork

EPISODE · May 4, 2026 · 10 MIN

You’re Not Broke — You’re Overspending | Jonathan Wellum

from Wealthion - Be Financially Resilient · host Wealthion

💡Get a free review with Wealthion’s trusted financial advisors at https://bit.ly/3R2Oxmq In this conversation, @JonathanWellum , CEO of Rocklinc Investment Partners, breaks down one of the most overlooked truths in building wealth: living below your means is a competitive advantage. Drawing on insights from Warren Buffett and Charlie Munger, Wellum explains why discipline, budgeting, and delayed gratification matter more than chasing returns — and how small daily decisions can dramatically impact your long-term financial future. From avoiding lifestyle inflation to harnessing the power of compounding, this is practical advice that goes beyond investing — it’s about creating optionality, reducing stress, and building a more meaningful life. Learn more about your ad choices. Visit megaphone.fm/adchoices

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You’re Not Broke — You’re Overspending | Jonathan Wellum

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