Episode 216: Does Age Matter in Financial Planning?

What should you do next financially? The answer might depend on your age. David works with people of all ages and suggests a different set of strategies based on your life stage. Today, we’ll talk through the things you should be thinking about during each decade of adulthood to best prepare for retirement. 

 

Here’s what you’ll want to know for each age:

• Does age matter when it comes to financial planning? (2:55)
• In your 20s and 30s, write down financial goals and focus on your career. (5:04)
• From 40 to 55 years old, stay on track, even with added expenses. (8:31)
• After 55, you’re in the retirement red zone. (11:10)       
• From 67 and beyond, you need keen focus on your retirement plan. (15:21)

 

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.