Description

Welcome to Week 2 of our new series Planning by the Decade. This week’s focus: financial priorities in your 30s.

Our 30s are a decade filled with burgeoning responsibilities and significant life changes. Life gets busier–and more expensive–but our opportunities get bigger too.

Because many 30-somethings (mistakenly) think they’re too young for a financial advisor, we are diving into the planning topics we wish more people knew about in their 30s. Even small decisions and habits can have an enormous impact on your future because of the amount of time you have between now and your retirement years.

This episode contains some extremely practical ideas like:

1. How to set long term savings targets
2. Life & disability insurance guidelines
3. Priorities for estate planning as life changes

We also delve into creating a strong family identity and core values, mentoring in your 30s, and the significance of having a mission-driven life.

So, get ready for an enlightening conversation packed with actionable advice, personal anecdotes, and expert insights tailored to enhance your financial well-being and personal growth.

• Personal financial leadership in your 30s
• Establishing a family “brand” and core values
• Involving children in values discussions
• Role of mentors in personal and professional growth 
• Creating an open environment for critical feedback
• Financial assessments and setting annual goals
• Strategies to align expenses with income
• Debt management and long-term financial independence
• Downsizing and housing decisions for future flexibility

• Envizion More: http://www.EnvizionMore.com 
• Vizionary Wealth: http://www.VizionaryWealth.com 
• Our Facebook: https://www.facebook.com/VIZIONARYWEALTH 
• Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/ 
• Disclosures: http://www.VizionaryWealth.com 

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/