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Episode 211: When Should I Get Serious About Saving For Retirement?

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Manage episode 407751910 series 3390556
Content provided by Melissa Joy, CFP® and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Joy, CFP® and Melissa Joy 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.

When should you get serious about saving for the future (older) you? It’s never too late to start or reassess your retirement strategy. Whether you’re a super saver, an average saver, or doing well but unsure if you’re on track to retire comfortably—this episode has something for everyone. Melissa Joy discusses options for multiple stages of retirement planning and what you can do if you’re traditionally employed, a business owner, or have experienced career setbacks along the way.

Listen and Learn:

  1. When it's time to get serious about retirement planning
  2. The key steps to take to understand your retirement outlook
  3. How to improve your trajectory no matter which group you fall into

Resources:

  1. Watch our 2023 Retirement Readiness Webinar
  2. Discover how the average American feels about retirement readiness
  3. Learn more about the XYPN Network
  4. Find out how to get started with Pearl Planning’s retirement planning and analysis services

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

Chapters

1. Episode 211: When Should I Get Serious About Saving For Retirement? (00:00:00)

2. Navigating Retirement Savings for Women (00:00:01)

3. Navigating Retirement (00:10:22)

229 episodes

Artwork
iconShare
 
Manage episode 407751910 series 3390556
Content provided by Melissa Joy, CFP® and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Joy, CFP® and Melissa Joy 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.

When should you get serious about saving for the future (older) you? It’s never too late to start or reassess your retirement strategy. Whether you’re a super saver, an average saver, or doing well but unsure if you’re on track to retire comfortably—this episode has something for everyone. Melissa Joy discusses options for multiple stages of retirement planning and what you can do if you’re traditionally employed, a business owner, or have experienced career setbacks along the way.

Listen and Learn:

  1. When it's time to get serious about retirement planning
  2. The key steps to take to understand your retirement outlook
  3. How to improve your trajectory no matter which group you fall into

Resources:

  1. Watch our 2023 Retirement Readiness Webinar
  2. Discover how the average American feels about retirement readiness
  3. Learn more about the XYPN Network
  4. Find out how to get started with Pearl Planning’s retirement planning and analysis services

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

Chapters

1. Episode 211: When Should I Get Serious About Saving For Retirement? (00:00:00)

2. Navigating Retirement Savings for Women (00:00:01)

3. Navigating Retirement (00:10:22)

229 episodes

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