As we move from our 20s into our 30’s our lifestyles, priorities, and obligations shift. It certainly doesn’t happen at the same pace for everyone, but its true nonetheless, things do change.

But regardless of whether you’re a homeowner or renter, married with 2.5 children or single and partying in Ibiza, your 30s is the time to begin building lasting wealth.

So, how do you start to build wealth and what should the financial priorities be for those in their 30s? To help answer these questions 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 take on and manage debt, explain financial creep, consider investing versus overpaying a mortgage, managing your pension, and how things change once you start a family.

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 at https://calendly.com/d/2jz-zf7-9br/15-minute-coaching-sesson?month=2023-08

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