Your 40s are typically when you start to move into your peak earning years. But although you may be receiving a higher monthly salary, you’re now often responsible for mortgages payments, childcare and education fees, and maybe parental care. On top of these, ensuring your retirement plans are on track start to become more important.

So, what are the typical financial priorities for people in their 40s? And how do they balance the needs of today versus tomorrow?

To help discuss these topics and more, Erica Whyte is joined by Rob Morgan, Chief Analyst, and Lisa Caplan, Director of OneStep Financial Planning.

During their conversation, they cover, how to manage competing priorities, investing versus overpaying mortgages, as well as retirement planning and care.

Do you have a question about your finances?

Get quick and uncomplicated answers from a qualified financial planner with our new OneStep Financial Coaching service. Book your free 15-min call https://calendly.com/d/2jz-zf7-9br/15-minute-coaching-sesson?month=2023-08

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