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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- Retirement Readiness: How to Calculate Net Worth and Financial Health (Ep. 1)
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