Starting at 40? Here's the Investing Playbook I'd Use

About this episode

The episode discusses strategies for individuals starting to invest at 40, emphasizing that it's not too late to catch up on savings and investments.

Investing Framework Over 40: nerdwalletwealthpartners.com/40 Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com Learn why feeling behind on money at 40 does not mean it is too late to catch up. Host Andrew Giancola and NerdWallet WealthPartners CEO Ryan Sterling break down the framework they would use to catch up on saving and investing if you feel like you started too late, covering everything from building up your emergency fund to choosing the right retirement accounts and controlling your three biggest expenses. 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…

People in this episode

Host: Andrew Giancola

Guest: Ryan Sterling

Topics covered

• investing
• financial planning
• retirement accounts
• emergency fund
• money management

Keywords

• investing playbook
• financial advisor
• catch up on saving
• retirement accounts
• emergency fund

Mentioned in this episode

Organizations: NerdWallet Wealth Partners, NerdWallet Wealth Partners LLC

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