Top 5 Money Lessons I Learned by Age 40

Take some notes from a financial planner who has seen a lot and had a fair amount of time to reflect on what brings his clients happiness and success.

A man studies his laptop at his kitchen table.
(Image credit: Getty Images)

Editor’s note: This is part one of two parts, with part one including Lessons 1-2. Part two, with Lessons 3-5, is More Money Lessons I Learned by Age 40.

As a financial planner, I think about money more than most people. I think about my personal life, the financial decisions I make every single day, the lives of the clients I have guided over the last 20 years, and the ones I continue to guide to this day. At 40, I have learned a lot about money and a little about life.

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Brent Weiss, CFP®, ChFC®
Co-Founder and Head of Financial Wellness, Facet

Brent Weiss is co-founder and Head of Financial Wellness at Facet. His belief that financial wellness is essential to living well and that all people deserve access to the kind of financial advice that can lead to an enriched life has been the driving force behind the firm's mission and vision. He is dedicated to enabling greater access to innovative, next-generation planning solutions and technology that can improve the quality of life for all people.