In every decade of your life, there are financial decisions you make that affect your financial security in the present and for years to come. Do you know what some of those instrumental decisions are? Do you know what moves you can make to overcome any missteps? Financial professionals Joe Anderson and Alan Clopine walk you through those decisive moves in your 20’s, 30’s, 40’s and 50’s. Pure Financial’s Senior Planner, Matthew Balderston also discusses what to do if you get behind on your savings.
Important Points:
(01:40) – Financial Stress
(02:07) – Cracking the Code – Planning at Every Age
- Assessing Your Progress
- Best Strategies by Age
- Catching up for Lost Time
(02:49) – Savings by Age
(04:42) – Savings by Age (20s)
(07:56) – Savings by Age (20s) Example
(10:50) – Savings by Age (30s)
(11:58) – Financial Strategies
(14:22) – Savings by Age (40s)
(16:02) – If You’re Behind on Savings
(18:17) – Savings by Age (40s)
(21:27) – Savings by Age (50s)
(22:33) – Ask the Experts
(24:46) – Pure Takeaway: Cracking the Code – Planning at Every Age
- Savings Reality Check at Every Age
- Be Sure to Save (and Save More)
- Don’t forget Emergency Funds, Insurance
- If Your Behind, it’s Never too Late to Improve
