Your 30s and 40s are some of the most important decades for getting your financial life dialed in, and they come with a lot of moving parts. Today I’ll walk through six planning steps that really matter during these years, especially when careers are accelerating, families are growing, and responsibilities are stacking up fast.
I cover how to think about retirement contributions without overcomplicating things, why emergency funds still matter, and how life and disability insurance fit into the picture once others are counting on you. We also get into estate planning earlier than most people expect, college savings without losing sight of your own retirement, and how to manage debt without falling into extreme, all-or-nothing thinking.
Tune in and get all the details!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
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 people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)