In this episode of ‘Roadmap to Retirement,’ I am joined by Jason Grover, founder of Grover Financial Services. Jason shares his journey starting in the financial industry during the 2007-2008 Great Recession and emphasizes the importance of behavioral management in financial advising. We discuss investment strategies, the significance of setting financial goals, and managing market volatility. The conversation touches on topics such as asset allocation, the bucket approach to retirement planning, and the role of target date funds. Jason and I also explore when CDs might be appropriate and the importance of working with a financial advisor to avoid costly mistakes.
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