In this episode, we sit down with Meg Bartelt, a financial planner with a background in tech writing, to talk about smart money moves for your 20s, 30s, and 40s. Meg shares her personal journey, from working in IT during the dot-com boom to helping people navigate their finances today. She explains why your habits and emotions often matter more than math when it comes to money and offers tips for adjusting your financial plan as your life changes—like when you switch careers, start a family, or face unexpected challenges.

We also explore how even high earners can feel stressed about money and why it's important to focus on what really matters to you. Whether you're just starting out or already deep into your career, Meg's advice will help you make better financial decisions and feel more confident about your future.

Connect with us!

Jess Bost on LinkedIn

Mark Newfield on LinkedIn

Meg Bartelt on LinkedIn

Referenced in our conversation:

https://www.visualcapitalist.com/us-household-income-distribution-visualized-100-homes/

https://www.kitces.com/blog/next-generation-client-financial-planning-different-complex-not-simpler/

https://emoneyadvisor.com/wp-content/uploads/2024/05/eBook_Unlocking_the_Value_of_Financial_Planning.pdf?utm_campaign=Auto-Responder_Unlocking_the_Value_of_Financial_Planning_eBook_Post-launch_Email&utm_medium=email&utm_source=Eloqua