Financial Challenges of Your 40s and 50s

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By Bill Taber and Anastasia Taber, Bill Taber, and Anastasia Taber. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

What are the common financial concerns of those in their 40s and 50s? Bill and Anastasia tackle the second of three life stages to discuss common questions that individuals ask in the middle of adulthood, sometimes called "The Sandwich Generation." How do you balance a family budget of food, utilities, travel, child care costs, assisting any aging family members, etc? How might you manage moving to a bigger home or more desirable school district? What should you be doing at this stage to prepare for retirement? When should you start preparing for end-of-life care and when should you update your will or estate plan? Bill and Anastasia swap stories of mediocre supervisors. Anastasia attempts to explain the purpose of pet insurance to Bill.

If you haven't yet, be sure to check out our previous episode, Financial Challenges of Your 20s and 30s. For questions and comments, you can email us at askcreatingwealth@taberasset.com.

62 episodes