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Financial Planning 101 (By Age) 2023 Edition

Throughout every decade, there are different areas of your financial life that come in and out of focus. In this episode, we’ll discuss what you need to focus on by age, pitfalls to watch out for, and how to know you’re doing it right.

In this episode, you’ll learn:

  • The five tiers and considerations of the financial planning pyramid (cash flow, risk management, investing, tax planning, and estate planning)
  • What each tier should look like at your age (20s, 30s, 40s, and 50s)
  • Common pitfalls and missed opportunities in each decade

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Categories

Financial Planning

Tags

by age, estate planning, financial planning, Investing, risk, taxes

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