On this episode of Roadmap to Retirement, I am joined by colleague, Dave Pulcini! This episode is going to be a little different than the others, we are doing a client mailbag episode where we answer any questions clients have asked us!
Key Takeaways:
– What people in their 20s/30s should do to plan for retirement
– What can you do to help your parents plan for retirement
– “Do I have enough?”
– Why you shouldn’t listen to your friends about finances
– How much to spend and not run out
– What would you say to someone struggling to accept spending money
– Financial Status: You vs. others your age
– Investing in an election year and your stock portfolio
– What to do with inherited money
If you have any questions that we can answer, leave a comment on any of our socials!
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