Bobbi Rebell, author of How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom, joins Doug Goldstein, CFP® of Profile Investment Services, Ltd. to discusses how folks can become financially responsible.
They stresses the importance of automating finances as a way of reaching financial goals, and give concrete guidelines people of all ages can take in planning their retirement. Learn how to take the first steps in becoming a financial grownup.
When can you stop saving?
Doug Goldstein, CFP®, explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts. He reviews common miscalculations people make when planning for retirement. What steps can a late-in-life investor take to prepare for retirement?