Retirement Readiness: Maximizing Your Retirement Savings (Ep. 3)

About this episode

The episode discusses strategies for maximizing retirement savings as one approaches retirement.

In our third episode of our Retirement Readiness Journey, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive deep into the mechanics of saving as you approach the ten-year countdown to retirement. While most people immediately think of their 401(k), a truly resilient plan requires a balance of cash, retirement vehicles, and non-retirement investment accounts. Key Topics Covered: The New Rule for Emergency Savings: Why the traditional "3 to 6 months" rule of thumb has evolved in t...

People in this episode

Guests: Rose Price, Chris Mellone

Topics covered

• retirement savings
• financial planning
• investment strategies
• emergency savings
• retirement vehicles

Keywords

• retirement readiness
• 401(k)
• investment accounts
• financial advisor
• savings strategies

Mentioned in this episode

Organizations: VLP Financial Advisors

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