Top 5 Money Lessons I Learned by Age 40

Top 5 Money Lessons I Learned by Age 40

Editor’s note: This is part one of two parts, with part one including Lessons 1-2. Part two, with Lessons 3-5, is More Money Lessons I Learned by Age 40.

As a financial planner, I think about money more than most people. I think about my personal life, the financial decisions I make every single day, the lives of the clients I have guided over the last 20 years, and the ones I continue to guide to this day. At 40, I have learned a lot about money and a little about life.

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