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rich & REGULAR with Kiersten and Julien Saunders
Ep 135: Midlife Money Moves: Investing Wisdom for Financial Security
Nov 6, 2023
Discover essential advice on midlife investing strategies, including securing financial stability, risk tolerance, and diversifying retirement options. Learn about challenges faced by elder millennials and combating lifestyle creep. Explore the importance of balancing financial goals, investing in learning, and having a life theme for smart financial decisions.
42:18
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Quick takeaways
- Regularly reassess your insurance coverage and risk tolerance to align with changing financial goals.
- Stick with index funds and ETFs for simplicity and avoid unnecessary costs and tax implications.
Deep dives
Tip 1: Protecting Your Assets with Insurance and Reassessing Risk Tolerance
Protect yourself by reviewing insurance coverage annually to ensure it meets your current needs. Consider umbrella insurance for added liability coverage. Reassess your risk tolerance as your financial goals and priorities change. Determine whether you are comfortable with market volatility and adjust your investment strategy accordingly.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode