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Plan for Retirement like a Grown-Up

Plan for Retirement like a Grown-Up

FromGrown-Up Stuff: How to Adult


Plan for Retirement like a Grown-Up

FromGrown-Up Stuff: How to Adult

ratings:
Length:
26 minutes
Released:
May 16, 2023
Format:
Podcast episode

Description

For the very first episode of “Grown-Up Stuff: How to Adult,” we’re gonna get down to the basics of a very adult matter: retirement. Joined by CPA and Asset and Wealth Management Assurance Senior Manager Jonah Batista, Molly learns it’s never too early to start thinking and saving for retirement and another important lesson about which types of retirement accounts you should be investing. 
Cited Sources: 

2020 US Census Data - "New Data Reveal Inequality in Retirement Account Ownership"
Social Security Administration - "Are Americans Financially Educated on Retirement Savings" 

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Released:
May 16, 2023
Format:
Podcast episode

Titles in the series (21)

Do your eyes glaze over when looking at a long list of annual health insurance enrollment options – or maybe while you’re trying to calculate how much you owe the IRS? You might be wondering the same thing we are: Where’s the guidebook for all of this grown-up stuff? Whether opening a bank account, refinancing student loans, or purchasing car insurance (...um, can we just roll the dice without it?), we’re just as confused as you are.  Enter: “Grown-Up Stuff: How to Adult” a podcast dedicated to explaining the complexities of adulthood for which most of us are woefully under-prepared. In each episode, we seek out folks who can actually help us start to make sense of all the basic life skills required to be, well, a grown-up.