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How Much to Save Based on Your Age

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Content provided by Jake Nuno: Financial Advisor and Financial Guru, Jake Nuno: Financial Advisor, and Financial Guru. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jake Nuno: Financial Advisor and Financial Guru, Jake Nuno: Financial Advisor, and Financial Guru 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.

CNBC reported on a survey done by a large investment firm, where they found “ideal” saving benchmarks to aim for based on your age. How much should you have in investments by the time you are 30? 40? And so on? These benchmarks are quite lofty and neither Jake nor Kirk hit them! Is it all over for the financial duo? Not necessarily. Join us for a discussion of these interesting benchmarks and how they can be a positive aid on your financial journey. Here’s the CNBC article: https://www.cnbc.com/2021/09/14/how-much-money-you-should-have-in-your-retirement-accounts-by-current-age.html

*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”

Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!

Follow Jake on Twitter and Facebook @jakestwocents

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346

Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!

Follow Jake on Facebook @jakestwocents

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346

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264 episodes

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How Much to Save Based on Your Age

Jake Of All Trades

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Manage episode 306312041 series 1450233
Content provided by Jake Nuno: Financial Advisor and Financial Guru, Jake Nuno: Financial Advisor, and Financial Guru. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jake Nuno: Financial Advisor and Financial Guru, Jake Nuno: Financial Advisor, and Financial Guru 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.

CNBC reported on a survey done by a large investment firm, where they found “ideal” saving benchmarks to aim for based on your age. How much should you have in investments by the time you are 30? 40? And so on? These benchmarks are quite lofty and neither Jake nor Kirk hit them! Is it all over for the financial duo? Not necessarily. Join us for a discussion of these interesting benchmarks and how they can be a positive aid on your financial journey. Here’s the CNBC article: https://www.cnbc.com/2021/09/14/how-much-money-you-should-have-in-your-retirement-accounts-by-current-age.html

*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”

Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!

Follow Jake on Twitter and Facebook @jakestwocents

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346

Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!

Follow Jake on Facebook @jakestwocents

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346

  continue reading

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