15. Work with a financial planner
It might seem too early to think about it, but as I approach 40, retirement (or at least saving for it) has entered my mind more than ever before. The only problem? I know zero things about money, investing, projecting for retirement, etc. Hence number 15 on my 40 by 40 list. I needed an expert who I trust to look at all of my confusing funds and make recommendations for me.
Enter the Edward Jones matching quiz. This super fun quiz helped match me up with the perfect advisor for my needs, wants and distance from retirement. I won’t go through the whole appointment, but my advisor, Sabrina, is amazing, kind, funny and super smart. So now she helps me decide what to do with my money so when I’m ready to retire I can go on vacations and stuff. The process was great and I can move toward 40 feeling more confident about my future.
Also on the 40 by 40 front, I’m in progress on a few other things as well. I’ve restarted Harry Potter (#5), have an appointment with a landscaper to redo my front yard (#4), have started by 50 by 50 list (#40) and am pulling together dates for all of my remaining travel-related items (#s 3, 24 & 26). Can’t wait to keep you posted!