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Balancing your desire to live fully today with the need to plan for tomorrow can feel overwhelming —but it doesn’t have to be. In this episode, host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professional, Stuart Ritter, and Retirement Strategist Rachel Weker to explore how to confidently save for short- to long-term financial goals. Whether you're setting aside money for a vacation, building an emergency fund, or planning for retirement, this conversation offers a practical and inspiring roadmap.
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OTROS EPISODIOS EN ESTE PODCAST
Host Kim Zook is joined by Multi-Asset Portfolio Specialist Kathryn Farrell and CERTIFIED FINANCIAL PLANNER™ professional Stuart Ritter to discuss the differences between traditional and alternative investments for your retirement, including what they are, how they work, and which might be right fo…
Research shows that spending tends to decrease in retirement, but this decline isn't always steady and predictable. To prepare, you must adapt and develop plans to manage both essential and non-essential expenses. Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professional Lindsay Theodore…
Retirement planning can be complex, and it's easy to make mistakes
along the way. But with the right information, you can steer clear of these common pitfalls. Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professionals Judith Ward and Lindsay Theodore to discuss our experiences with reti…
Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professional Roger Young and Global Retirement Strategist Jessica Sclafani to discuss a critical topic for retirees: personalizing your retirement income needs, solutions, and drawdown strategies. Whether you're gearing up for retirement, alre…
Host Kim Zook is joined by CERTIFIED FINANCIAL PLANNER™ professionals Stuart Ritter and Lindsay Theodore to discuss Social Security and how it works overall, using some examples based on specific situations. The goal of this episode is to truly simplify the core of Social Security by focusing on wh…
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