Planning for Retirement and Understanding Retirement Accounts

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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