THE GLOSS | Goodbody

20s: Build The Foundations

20s: Build The Foundations

Invest In You
20s: Build The Foundations

A Financial Foundations Checklist For Your 20s

A Financial Foundations Checklist For Your 20s

A Financial Foundations Checklist For Your 20s

by The Gloss

Your 20s are a decade of exploration and early decisions – the point where financial literacy, investing habits and pension choices quietly start shaping what comes next.

Make Every Decade Count is built on financial decade thinking: viewing life in 10-year chapters that give you space to grow, change direction and make meaningful progress over time. With that in mind, here’s a practical checklist of the key financial actions to consider in your 20s.

Build financial literacy and confidence

• Build your financial understanding using trusted resources
• Take our Investing Masterclass to strengthen financial understanding and confidence
• Ask for advice early, rather than leaving decisions drift onto autopilot

Know your day-to-day financial health – and start saving

• Know your numbers: what comes in and what goes out each month
• Build an emergency fund, even if it’s modest to start with
• Save regularly and automate it, so it happens without thinking
• Understand your payslip and what’s going to tax, PRSI and pension contributions
• Get into the habit of checking your accounts regularly

Start investing – remember, you don’t need to be an expert

Learn the basics: investment assets, risk, volatility and long-term thinking
• Stay informed about financial news – read the latest views from our experts here
• Begin investing, even small amounts – time is your biggest advantage, and compounding has years to work

Get pension aware early

Understand the basics: My Future Fund (the new auto-enrolment pension scheme), vs an occupational pension, and additional voluntary contributions (AVCs)
• Check the pension terms in every employment contract you sign
• Start contributing as soon as you can – even small amounts make a difference later on

Align money with your life

• Factor in travel, career shifts or further study
• Accept that your priorities will evolve

Set your future financial goals

• Set a 10-year intention: one clear goal for “future you” (freedom, travel, buying a home, career pivot)
• Check in once a year: adjust as life shifts – decade thinking gives you room to grow and change direction.

Your 20s are about building awareness, habits and confidence, so future decisions feel easier.

If you have a financial query, you can contact Goodbody’s all-female advisory team at [email protected] or visit www.goodbody.ie.

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The Gloss | Goodbody

Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland and Goodbody Stockbrokers UC is authorised and regulated in the United Kingdom by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a wholly owned subsidiary of Allied Irish Banks, p.l.c.