A couple of weeks ago my colleague, Thomas Kopelman, created a great infographic for young professionals for his blog–you can see it below. We’re working on creating an infographic for every stage of life–in fact, Thomas finished the draft for young families.
In this episode of Breaking Down The Long Game, we discuss the infographic in more detail and elaborate on each other steps. We cover all of the things we wish we could have fit on the infographic but didn’t have space for it. These are great guides and rules of thumb, but as you’re going to hear rules of thumb don’t cover everyone’s situation. This is where financial advisors can help you determine what are the right numbers and strategies for you.
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.