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Content provided by Successful Nonprofits, LLC, The Goldenburg Group, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Successful Nonprofits, LLC, The Goldenburg Group, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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The Nonprofit Professional’s Plan for Financial Independence with Bobbie Munroe (Encore)
Manage episode 426775373 series 2956490
Content provided by Successful Nonprofits, LLC, The Goldenburg Group, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Successful Nonprofits, LLC, The Goldenburg Group, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this special Independence Day encore episode, we're revisit an important conversation with financial planner Bobbie Munroe. With over 40 years in finance and 30 years as a Certified Financial Planner (CFP), Bobbie helps individuals with modest incomes plan for a secure retirement. In this episode, Bobbie offers practical advice for nonprofit professionals on financial planning, saving for retirement, and achieving financial independence.
This episode answers the following questions:
- What should a 35, 45, or 55-year-old with limited savings do to plan for retirement?
- How can we save for retirement without feeling deprived?
- What are the best strategies for automating savings and making investment decisions?
- How can setting up a personal foundation contribute to long-term financial goals and family legacy?
Links mentioned in this episode:
Looking for more? Check out these amazing episodes:
- Ep 171: Recession-Proof Your Career with Gary Hines (Apple Podcasts, Spotify, or our website with show notes)
- Ep 149: Nail the Interview and Get the Job with Evan Piekara (Apple Podcasts, Spotify, or our website with show notes)
316 episodes
Share
Manage episode 426775373 series 2956490
Content provided by Successful Nonprofits, LLC, The Goldenburg Group, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Successful Nonprofits, LLC, The Goldenburg Group, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this special Independence Day encore episode, we're revisit an important conversation with financial planner Bobbie Munroe. With over 40 years in finance and 30 years as a Certified Financial Planner (CFP), Bobbie helps individuals with modest incomes plan for a secure retirement. In this episode, Bobbie offers practical advice for nonprofit professionals on financial planning, saving for retirement, and achieving financial independence.
This episode answers the following questions:
- What should a 35, 45, or 55-year-old with limited savings do to plan for retirement?
- How can we save for retirement without feeling deprived?
- What are the best strategies for automating savings and making investment decisions?
- How can setting up a personal foundation contribute to long-term financial goals and family legacy?
Links mentioned in this episode:
Looking for more? Check out these amazing episodes:
- Ep 171: Recession-Proof Your Career with Gary Hines (Apple Podcasts, Spotify, or our website with show notes)
- Ep 149: Nail the Interview and Get the Job with Evan Piekara (Apple Podcasts, Spotify, or our website with show notes)
316 episodes
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Similar to Successful Nonprofits Podcast
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
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…
continue reading
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continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
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continue reading
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…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The best sales leaders in the world are revealing their points of view, playbooks, and tried and true tactics...only on Reveal: The Revenue Intelligence Podcast. Join us each month as host Dana Feldman digs deep into the world of the sales leaders she admires and aspires to be from some of the largest and most prominent organizations. Whether you're a CRO or aspiring to be one, these conversations will help you lead teams well, surpass revenue goals, and stay ahead of industry trends. Dana F ...
…
continue reading
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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