In this video I (Stefanie) am going to talk about 10 financial goals you should be working on … especially if you are inching closer to 40. You might not know it, but these things can have a huge impact on your future wealth, even if the goal isn’t necessarily “money”

Let us know what you think of the list in the comments 👇🏽

Timecodes:

0:00 - Intro
2:10 - #1 Financial Goal Before 40
3:00 - #2 Financial Goal Before 40
4:19 - #3 Financial Goal Before 40
4:59 - #4 Financial Goal Before 40
6:59 - #5 Financial Goal Before 40
7:43 - #6 Financial Goal Before 40
8:27 - #7 Financial Goal Before 40
10:11 - #8 Financial Goal Before 40
11:07 - #9 Financial Goal Before 40
12:03 - #10 Financial Goal Before 40

Resources from today’s video:
Goal 3: Check Your Credit Score: [ Ссылка ]
Goal 4: Level Up Your Career & Income Class: [ Ссылка ]
Goal 5: Bankrate HYSA Monthly List: [ Ссылка ]
Goal 6: Independence Planner: [ Ссылка ]
Goal 10: Trust & Estate Planning Podcast Episode: [ Ссылка ]


👋🏽 KEEP IN TOUCH or WORK with Stef & Joe 👋🏽

Book 1:1 time with us: [ Ссылка ]
Follow Stef on IG at [ Ссылка ]
Follow Stef on LinkedIn at [ Ссылка ]
Follow Joe on IG at [ Ссылка ]

📚Here are some of our favourite books/resources and tech📚

Stef’s FREE Video Mini Course: Kickstart Your Relationship with Money [ Ссылка ]

Quit Like A Millionaire (Book) [ Ссылка ]

Sony FX30 (Camera) [ Ссылка ]



DISCLAIMERS & DISCLOSURES
This content is for educational and entertainment purposes only. Joseph and Stefanie do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

This description contains affiliate links that allow you to find the items mentioned in this video and support the channel at no cost to you. Thank you for your support!

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