Tag Archives: financial planner

#8 Planning in your 40’s & 50’s

October 31, 2022Finance, FinancialAscend Investment Partners, Financial Advisor, financial planner, Garrett Smith, Paul Norman, Portfolio Planning, Retirement, SavingYour-Investment-Partners

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

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#7 Planning in your 20’s & 30’s

October 17, 2022Finance, FinancialAscend Investment Partners, Financial Advisor, financial planner, Garrett Smith, Paul Norman, Portfolio Planning, Retirement, SavingYour-Investment-Partners

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

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#6 Important Documents

September 19, 2022Finance, FinancialAscend Investment Partners, Financial Advisor, financial planner, Garrett Smith, Paul Norman, Portfolio Planning, Retirement, SavingYour-Investment-Partners

What important documents do you need to hold on to and what should record keeping look like for them?

In this episode we discuss critical documents, records, and more that you should hang on to and why.

Questions about today’s episode let us know.

https://ascendinvestment.com/

(801) 476 – 1200

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#5 Inflation and It’s True Cost

September 5, 2022Finance, FinancialAscend Investment Partners, Financial Advisor, financial planner, Garrett Smith, Paul Norman, Portfolio Planning, Retirement, SavingYour-Investment-Partners

Welcome back to another episode! Inflation affects everyone differently and in todays episode we walk through it. What does it look like for companies? How do we see inflation impacting pre-retirees?

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

https://ascendinvestment.com/

(801) 476 – 1200

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#4 Generating Retirement Income

August 22, 2022Finance, FinancialAscend Investment Partners, Financial Advisor, financial planner, Garrett Smith, Paul Norman, Portfolio Planning, Retirement, SavingYour-Investment-Partners

With a lot of different strategies out there for generating income in retirement some are better than others and some best suit one individual case more than others. Today we talk about some of those strategies and one of our favorites.

Thanks for tuning in! Have a question about what we talked about in today’s episode? Give us a call we would love to discuss it further with you. Until next time

– Paul and Garrett

https://ascendinvestment.com/

(801) 476 – 1200

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#3 The CLIMB Process

August 8, 2022Finance, FinancialAscend Investment Partners, Financial Advisor, financial planner, Garrett Smith, Paul Norman, Portfolio Planning, Retirement, SavingYour-Investment-Partners

Welcome back to another episode! Today we will be discussing The CLIMB process, what it means, how it benefits you and why we love it. Thanks for tuning in. Questions about today’s episode let us know.

https://ascendinvestment.com/

(801) 476 – 1200

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#2 What to Do When the Market is in Correction.

July 25, 2022Finance, FinancialAscend Investment Partners, Financial Advisor, financial planner, Garrett Smith, Paul Norman, Portfolio Planning, Retirement, SavingYour-Investment-Partners

Sit down with Paul and Garrett of Ascend Investment Partners to learn more about what you can do during a market correction to better weather the storm.

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

https://ascendinvestment.com/

(801) 476 – 1200

Podcast: Play in new window | Download