In this episode of Living Richly with Curo, Anne and Atricia explore how financial goals evolve through different decades of life. They provide guidance on setting intentional goals for your twenties, thirties, forties, fifties, and sixties to help build a solid financial foundation and plan for future flexibility.
 
Here's what we cover 👇
 
📝 Financial priorities for each decade from 20s to 60s
🚨 Building emergency funds and effective budgeting
🔒 Protecting assets and establishing estate plans
📈 Approaching retirement with a balanced investment strategy
🎯 Aligning spending with personal values and goals
🏡 Saving for major purchases like homes and education
📊 Understanding the transition from accumulation to income planning
💼 Preparing for work optional lifestyle and career changes
🛡️ Considering long-term care and Roth conversions
🌟 Embracing retirement as a new chapter for growth and fulfillment
 
Tune in to discover how aligning your financial goals with your life stage can create confidence and clarity for your future.
 
Live richly!
 
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #FinancialPlanning #RetirementPlanning #BudgetingTips #EmergencyFund #EstatePlanning #WorkOptional #LongTermCare #RothIRA

Ver todos los episodios