Monthly Archives: October 2022

Ascend Investment Podcast

#8 Planning in your 40’s & 50’s



Planning for retirement in your 40’s & 50’s

 

How can you financially enjoy your life?

 

In this episode, we discuss different things you can do to help plan for your retirement in your 40’s and 50’s so you’re not constantly stressed about your next payment.

 

Here are a few topics we will cover:

 

  • Work option flexibility
  • “Pay off my house account”
  • Options of where to pull money from
  • Being intentional about your retirement savings
  • Knowing what your tax bracket is

 

Thanks for tuning in. Questions about today’s episode let us know.

 

https://ascendinvestment.com/

(801) 476 – 1200


Ascend Investment Podcast

#7 Planning in your 20’s & 30’s



Planning for your retirement in your 20’s & 30’s

 

How can you get ahead of the game and start planning for your retirement early?

 

In this episode we discuss how to form good habits early on so that you have options when it’s time to retire.

 

Here are a few topics we will cover:

 

  • Having realistic retirement goals – Don’t plan on marrying rich or getting a big inheritance
  • How to be ready for retirement so you have options. About 50% of people are pushed into retirement rather than choosing retirement
  • How/where can I save more?
  • Keeping track of your accounts and how much they should grow
  • Roth conversion

 

Thanks for tuning in. Questions about today’s episode let us know.

 

https://ascendinvestment.com/

(801) 476 – 1200