REPLAY: Mastering Your Finances: Tips for Young Adults with Carrie Shoener (Ep. 47)

Dollars and Sense

Jumping into managing your finances can be overwhelming, especially straight out of college.

But don’t worry, this week on Dollar$ and $ense we are replaying a popular episode that includes an insightful conversation about how young adults can build healthy financial habits.

Join Nicole Romito as she chats with Carrie Shoener (nee Mangan) about the importance of saving and investing, tips for maximizing employer contributions to a 401(k), and diversifying retirement savings across different accounts.

Gain insight into:

• 401(k)s, including contribution levels, employer matching, and pre-tax deductions
• The top 3 tips for getting started with investing
• Rules of thumb for housing costs
• Target Date Funds and how they may help you diversify your portfolio with less risk
• The importance of having an emergency fund
• And more!

Resource:

• How to Prepare for the Death of a Loved One With Carrie Shoener (Ep. 46)

Connect with Nicole Romito:

• LinkedIn: Nicole Romito
• [e-mail]
• MyPrivateVista.com
• [e-mail]
• Call: 312-831-4370

Connect with Carrie Shoener:

• LinkedIn: Carrie Shoener
• MyPrivateVista.com
• [e-mail]

About Our Guest:

Carrie Shoener is an advisor at Private Vista LLC. Her previous work as a high school teacher emphasized how important it is to build strong relationships as the cornerstone of one’s career. That same principle guides her work as an advisor, where she is able to continue helping people solve problems and make empowered decisions about their futures. Carrie sees her role as a trusted and empathetic source of financial education, and she enjoys working with clients to build up their knowledge and understanding of their options.