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180. Things To Focus On In Your 40s
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Welcome back to another episode of the 360 Money Matters Podcast!
In this episode, we explore the key financial priorities to focus on in your 40s, and although we’re not quite in that age bracket yet, we explore it with a future-focused mindset. We talk about the importance of having clarity and control over your finances, setting clear retirement and family goals, and regularly tracking your net worth. We also cover strategic use of superannuation, optimizing debt (especially getting rid of non-deductible personal debt), and finding the right balance between spending, investing, debt repayment, and giving. We stress the value of being aligned with your partner financially, investing in your career and personal development, and making sure your insurance and estate planning are in check. And finally, we remind ourselves that health is wealth—because what’s the point of financial success if we’re not well enough to enjoy it.
Tune in now to learn how to take control of your finances in your 40s and set yourself up for long-term success—your future self will thank you!
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This podcast contains information that is general in nature. It does not take into account the objectives, financial situation, or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. This information is provided by Billy Amiridis & Andrew Nicolaou of 360 Financial Strategists Pty Ltd, authorized representatives and credit representatives of AMP Financial Planning – AFSL 232706
Episode Highlights
Gaining clarity and control over your finances in your 40s
Setting clear goals for retirement, education, and debt repayment
Making the most of superannuation and compounding early
Eliminating personal debt and optimizing mortgage strategies
Creating a balanced investment approach
Aligning financial goals with your partner
Prioritizing health as part of your wealth journey
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