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.

 

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