Roger Young

Roger Young, thought leadership director at T. Rowe Price, discusses topics such as beneficiary designations, transitioning to retirement portfolios, retirement withdrawal strategies, visualizing retirement, simplifying the retirement planning system, and the synergies between music and retirement planning.

Nick Sciple, an investment analyst at The Motley Fool, dives into how consumer spending remains resilient, particularly in the realm of experiences like the innovative Sphere in Las Vegas. The conversation highlights the surge in spending on events and entertainment, fueled by a post-pandemic shift. Roger Young, a CFP from T. Rowe Price, discusses crucial insights on retirement spending, suggesting a 75% income replacement rate for retirees. Together, they explore the intersection of consumer trends, investment opportunities, and future financial planning.

Bill Barker, an investment analyst at The Motley Fool, sheds light on the latest retail earnings from Chewy and Dick's Sporting Goods, highlighting contrasting growth strategies. Meanwhile, Roger Young, a CFP and Thought Leadership Director at T. Rowe Price, dives deep into the world of 529 college savings plans. They discuss the substantial tax benefits, optimal funding strategies, and how understanding financial aid calculations can significantly enhance college savings. Family financial dynamics and college funding become crucial topics, making this conversation a must-listen for savvy savers.