09/24/2026
Your age doesn’t determine your financial priorities. Your circumstances do.
I recently had the pleasure of speaking virtually with the team at Turner Fleischer about financial planning in your 20s, 30s, and 40s.
There’s no universal financial checklist. What matters most depends on your career, family, housing, goals, and where you are in life.
I also loved Turner Fleischer’s “everybody has to have their camera on” policy. It made a virtual session feel much more like a real conversation. Loved it!
Thanks to Madeline Buzzi for inviting me, and to everyone who joined for the great questions, discussion, and patience with my 80s and 90s references.