Grown-Up Stuff: How to Adult

Plan for Retirement like a Grown-Up

May 16, 2023
Guest
Jonah Batista
Jonah Batista, CPA, and Asset and Wealth Management Assurance Senior Manager join the podcast to discuss the importance of early retirement planning and the various retirement account options available. They emphasize the significance of starting early, budgeting for retirement savings, and managing retirement funds effectively for financial security in retirement.
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Episode notes
1
Intro
00:00 • 2min
2
Retirement Planning Basics and Account Types
01:50 • 10min
3
Creating a Budget for Retirement Savings
11:22 • 3min
4
Planning for Retirement and Understanding Retirement Accounts
13:59 • 4min
5
Managing Retirement Funds and Investment Options
17:42 • 8min