How to Prep for a Better Retirement | Guiding You Forward
Wealth planning is a very complex endeavor. We talk with three wealth professionals to get their best tips for financial success.
With financial success, and wealth planning, comes complexity. Wealth advisors at Mountain America Investment Services are dedicated to helping you fully understand your financial picture. Stewart Campbell, Jared Haslam and Spencer Orme are back on the podcast to talk about what they can do for Mountain America Credit Union members.
Watch the video to learn:
Why starting your income planning as soon as possible is so important.
What it means to be a financial investigator.
How to plan for retirement in a market that is constantly changing.
Income planning is just another way to say retirement planning—you are saving up a sum of money to use in retirement to replace your income. Social Security and Medicare are part of it, but the rest comes from you. The sooner you start, the more time your money has to grow, making your income stream in retirement more robust. The panel explains all the benefits of starting early.
Sometimes, people don’t always know exactly what they have. Jared shares how he and other wealth advisors have a duty to their clients and that means using their best investigative skills to hunt down every cent they are owed. Jared recounts an amazing Mountain America member story.
In a market that is constantly moving, it can be overwhelming to invest. Don’t worry! Retirement planning is about investing for long-term dividends—and the pros and cons may look different depending on your age. Our qualified guests chime in.
Stewart, Jared and Spencer have advice for everyone in the full video above.
