BOS Perspectives

Wealth Building Checklist for Successful 30-Somethings


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It wasn’t that long ago that I was in my 30s. During those years, I built a career, bought a home, had children, made some good decisions, made some not-so-good ones, and survived a historic financial crisis. With the benefit of hindsight, here are 10 things I learned during those years about building wealth that may be useful for someone in their 30s.

Show Notes:

The following are important footnotes from this episode:

1 This return is for illustrative purposes only and is presented only for the limited purpose of providing a sample illustration. Any sample illustration is inherently subject to significant business, economic and competitive uncertainties and contingencies, many of which are beyond B|O|S’s control. Any sample illustration is not reflective of any actual investment purchased, sold, or recommended for investment by B|O|S and are not intended to represent the performance of any investment made in the past or to be made in the future by any portfolio managed or advised by B|O|S. Actual returns may have no correlation with the sample illustration presented herein, and the sample illustration is not necessarily indicative of an investment that B|O|S will make. It should not be assumed that B|O|S’s investment recommendations in the future will accomplish its goals or will equal the illustration provided herein. Past performance is no guarantee of future returns.

Important Disclosures: https://www.bosinvest.com/disclosures

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BOS PerspectivesBy B|O|S