8 Money Milestones to Hit before 40

About this episode

The episode discusses eight financial milestones high earners should achieve before turning 40.

Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com Coast FIRE Calculator: nerdwalletwealthpartners.com/coast Learn eight money milestones before 40 that show real wealth-building progress, and ways to properly handle a large, unexpected windfall. Host Andrew Giancola and NerdWallet Wealth Partners CEO Ryan Sterling break down eight financial milestones high earners should consider hitting before 40 — covering savings rate, debt, insurance, and building a plan around what you actually value. NerdWallet Wealth Partners LLC (NWWP) is a SEC registered investment adviser. Registration does not imply a certain level of skill or training, nor does it constitute an endorsement by any securities regulator. The content presented by NWWP on its Your Next Dollar podcast is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies, examples, and figures discussed are intended to be general in nature, subject to change at any time based upon market or other conditions and may not be suitable for every individual. Any hypothetical illustrations used are for educational…

People in this episode

Host: Andrew Giancola

Guest: Ryan Sterling

Topics covered

• money milestones
• wealth building
• financial planning
• high earners
• unexpected windfall

Keywords

• money management
• financial advisor
• savings rate
• debt
• insurance

Mentioned in this episode

Organizations: NerdWallet Wealth Partners, NerdWallet Wealth Partners LLC, NWWP

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