How am I doing against my peer group? How much should I have saved by X? I want to retire ASAP, what should I be doing?
These are questions we get all the time.
While comparing yourself to others might seem like a useful benchmark, it often leaves more questions than answers. The goal posts always move and you have no idea how other people are living their lives.
Instead, focus on identifying your own personal goals, track your net worth, and creating actionable plans that align with what truly matters to you.
In the two videos below, I walk through real-world examples of individuals, their goals, and a few of the tailored recommendations I shared to help them progress toward financial freedom.
Prospect #1 - Married Couple in their 30s:
Prospect #2 - Single Individual in 40s, No Kids:
Just to get you riled up…
Source
Let me know what you think!
Disclosure: This content is for general informational purposes only and is not tailored to the specific needs, goals, or circumstances of any individual or entity. It should not be considered legal, tax, or financial advice, nor relied upon as a substitute for personalized recommendations. Everyone’s situation is unique, and the strategies or advice that may work for one person might not be suitable for another. Always consult with a qualified professional to address your specific needs and goals.