In this special Independence Day encore episode, we're revisit an important conversation with financial planner Bobbie Munroe. With over 40 years in finance and 30 years as a Certified Financial Planner (CFP), Bobbie helps individuals with modest incomes plan for a secure retirement. In this episode, Bobbie offers practical advice for nonprofit professionals on financial planning, saving for retirement, and achieving financial independence.

This episode answers the following questions:

What should a 35, 45, or 55-year-old with limited savings do to plan for retirement?
How can we save for retirement without feeling deprived?
What are the best strategies for automating savings and making investment decisions?
How can setting up a personal foundation contribute to long-term financial goals and family legacy?

Links mentioned in this episode:

Looking for more? Check out these amazing episodes:

Ep 171: Recession-Proof Your Career with Gary Hines (Apple Podcasts, Spotify, or our website with show notes)
Ep 149: Nail the Interview and Get the Job with Evan Piekara (Apple Podcasts, Spotify, or our website with show notes)

The Nonprofit Professional’s Plan for Financial Independence with Bobbie Munroe (Encore)