10 Personal Finance Goals to Achieve by Age 40- Episode 102  

Today I’m going to dive into 10 essential personal finance goals everyone should aim to reach by age 40. Whether you’re closing in on 40 or you’re just starting your financial journey, these principles are timeless and crucial for laying a solid financial foundation.  

From eliminating bad debts – focusing on high-interest rates over balances – to strategically ramping up your retirement savings, I’m going over the steps you need to take to get yourself situated properly. I’ll talk about how you can build an emergency fund, the importance of reevaluating financial priorities as life changes, and the necessity of having a well-prepared will to avoid future conflicts. 

Are you financially prepared for age 40?  Or are you falling a bit short? Let’s find out on today’s episode of CAPitalize Your Finances! 

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision.
All investments are subject to risk including the loss of principal.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. LPL ART-567843 (04/24​)

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