PODCAST

EP
051

The Fundamentals of Saving For Retirement with Sarah Holden

Most people are better at planning a vacation than they are planning for retirement. People think of it as something far off that they ignore for years or decades. They make major mistakes, choose products that don’t suit their needs or meet their goals, or fail to take advantage of the opportunities provided to them.

Sarah Holden understands well why this happens. She worked at the Federal Reserve Board, where she analyzed the US retirement system and studied the retirement market. She now is at the Investment Company Institute, where she is focused on researching what people do at the beginning and ends of their careers as they plan for and transition into retirement.

Today, Sarah joins the podcast to talk about how to turn the daunting prospect of planning for retirement into a multi-step process, the important questions you should be asking your financial advisor at every stage of your career, and the three keys to success when it comes to saving for retirement.

In this podcast interview, you’ll learn:

  • The major mistakes people make when they think about or plan for retirement.
  • Why employers shifted from pensions to 401(k)s in the late 70s and early 80s - and how this changed retirement investing.
  • How young investors can maximize their tax benefits at the beginning of their careers.
  • How the CARES Act and SECURE Act have impacted retirement planning.
  • Why the HSA is such a great vehicle for retirement savings.

Listen on your favorite platform:

Apple | Spotify | YouTube

Interview Resources

Disclaimer:
These materials and links are provided strictly as a courtesy. We make no representations as to the completeness or accuracy of information provided at these websites. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website to which you are linking. The information is not intended to provide you with any personalized financial, insurance, legal, accounting, tax, or other professional advice.

Subscribe to Our Podcast

Subscribe to our podcast and grow Your Wealth and Beyond!

Retirement Planning