this post was submitted on 01 Jan 2025
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[–] [email protected] 3 points 5 days ago (1 children)

I'm assuming you are young - under 30. If older my advice will be different.

save 10% for retirement and spend the rest of your income 'now'. Save for a house and other big things but make sure you have fun with life. don't buy so much of a house that you can't do whatever you enjoy after paying for it. Take vacations now. climb mountains now if that is what you want to do - at 50 you will likely be forced give up mountain climbing. I strongly recomnend you get married and have kids (this isn't for everyone but I still recommend it)

make sure you have a good long term disabilitty plan. insurance costs are based on how likely you are to need it. If someone offers you a deal on insurance run away as it is a scam. If someone trias to sell you expensive insurance it might be expensive because odds are you need it so listen carefully (there are expensive scams and some insurance you won't need but others do so I don't say buy, just listen)

several of those I graduated with are dead and I'm not retired yet - several of us have been unable to work for medical reasons (treatable but the treatment takes time). I've knowen a fair number who planed to enjoy retirement but either their health kept them in or near a hospital once they reached that age; or they died just after retireing. so 10% saved for retirement and then find something in life you enjoy for the rest and spend it. If you are older and didn't start with 10% then you may need to save more., if you save more than 10% make sure it is because you couldn't think of anything to spend it not that you are a miser who saves every last penny.

Edit: you should have some emergency savings. Emergencies happen when the s&p is down so this should be short term 'safe' investments. 6 months should be enough.

[–] dingus 2 points 4 days ago (1 children)

This is why I don't agree with the moneybro Redditors who seem to want you to put every penny into investing for retirement or working aggressively to pay down student loans or your mortgage...leaving little money to use for day to day enjoyment.

We have absolutely no idea how long we will live. I think there's a healthy balance between investing for the future and enjoying the now.

[–] [email protected] 2 points 4 days ago

You need enough of a nest egg in case you live to 130 - but odds are you will live to just under 80 like everyone else so that should be the majority of your planning. (unless you have a specific family history/genetics).