rich & REGULAR with Kiersten and Julien Saunders cover image

Ep 135: Midlife Money Moves: Investing Wisdom for Financial Security

rich & REGULAR with Kiersten and Julien Saunders

CHAPTER

Balancing Goals and Simplifying Accounts for Financial Security

This chapter emphasizes the need to balance different financial goals in midlife, including the importance of having funds for unexpected expenses, considering specialty accounts for specific goals, consolidating accounts for clarity, and the benefits of estate planning.

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