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Financial priorities for your 30s, 40s, and 50s

Watch the on demand webinar and gain insights from our experts as they examine the financial goals and priorities across three key decades.

28th Sep 2023 Webinar

See our events

New learnings, new obligations

Each decade of life brings a shift in new learnings, experiences, priorities, and responsibilities. Whether you're 31 or 57, married with 2.5 children or still partying in Ibiza, your personal finances can be a confusing subject to tackle, with many not knowing what to focus on. So, what do you need to know? And where do you start?

Watch the on demand webinar 

Find out how to set financial goals for your 30’s, 40s and 50s. This engaging and interactive webinar covers:

  • Building your base
  • Getting your retirement on track
  • Protecting your family’s future
  • Managing competing priorities
  • The State Pension
  • Balancing a mortgage versus investing
  • Succession and inheritance tax planning

Meet the hosts

Erica Whyte

Erica Whyte

Spokesperson

Erica is a presenter and digital content creator from Toronto, Canada. Prior to her role as Spokesperson and Head of Content Strategy at Charles Stanley, Erica was a live events host and reporter in various cities in the United States.

Lisa Caplan

Lisa Caplan

Director of OneStep Financial Plans

Lisa is a Chartered Financial Planner, with over 14 years of experience helping people to understand their financial position and to make good financial decisions. Lisa offers easily accessible and digestible guidance and advice on key areas, so that you can move forward with confidence. She will understand what’s important to you and clarify your options without jargon and discuss the next steps you should be taking.

Rob Morgan

Rob Morgan

Chief Analyst

Rob has over 20 years' experience in Financial Services and has worked as a financial adviser, pension specialist and investment analyst. He currently specialises in researching actively-managed funds and he regularly writes about investments, markets and personal finances.

More insights

Article
Five finance goals for your 30s
By Rob Morgan
Spokesperson & Chief Analyst
29 Aug 2023 | 8 min read
Article
Financial planning in your 40s
By Rob Morgan
Spokesperson & Chief Analyst
04 Sep 2023 | 8 min read
Article
Financial planning in your 50s
By Rob Morgan
Spokesperson & Chief Analyst
12 Sep 2023 | 7 min read
Article
What is a financial coach?
By Rob Morgan
Spokesperson & Chief Analyst
08 Aug 2023 | 6 min read