Plan Your Retirement Like Every Day is Saturday | Guiding You Forward

 

If you have questions about saving for retirement, this podcast episode is for you. Matt Meese, sales manager at Mountain America Investment Services, stopped by the podcast lounge to share a little knowledge.

 

Watch the video to learn:

• The definition of wealth.

• Common retirement planning mistakes.

• Why you should plan your retirement like every day is a Saturday.

• How much you should put toward your retirement savings.

 

As a wealth advisor, Matt has personal financial discussions with many people. Sometimes, he says, those discussions end in tears. “Hopefully, happy tears, because we have helped our clients define their financial dreams.”

 

What is the definition of wealth? Matt’s viewpoint is very simple—he says, “Wealth is not in the number of dollars. Wealth is about having options in what you’re going to choose. It’s time to focus on what’s most important.”

 

Watch the full video to learn how a wealth advisor can be the guide you need to craft the retirement you want.

 

It can be challenging to navigate the many possible paths when planning your retirement years. Matt lists a few of the most common retirement planning mistakes, including borrowing from your retirement fund and working longer than needed, and offers tips to avoid them.

 

What does it mean to plan your retirement like every day is a Saturday? Get an explanation of this common advice and how it translates to your savings.

 

Matt also touches on maximizing your 401(k) contributions and how a health savings account (HSA) can supplement your retirement savings. When it comes to how much you should put toward your retirement savings, Matt says, “Save as much as you can while still maintaining your lifestyle how you want it.”

 

Watch the full podcast video above. And, when you’re ready, schedule a consultation with a wealth advisor to start your retirement savings path.

   

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are: