Welcome to the Power Forward Pod, where conversations spark insight and collaboration reigns supreme! In this episode, hosts Ruvin Levavi and Joe Shalom dive into the essentials of financial planning for young professionals, sharing insights and strategies to help you build a solid foundation as you embark on your career.

Join us as we distill the key takeaways from a recent community seminar, offering practical advice and answers to pressing financial questions:

1. Understanding Financial Planning: What does it mean to create a financial plan, and why is it crucial for your future?
2. Investment Basics: How do you start investing wisely? Learn about market trends and the importance of long-term planning.
3. Emotional Investing: Why do most investors struggle with buying low and selling high, and how can you avoid common pitfalls?
4. Building an Emergency Fund: What is the recommended cash reserve, and how does it protect your investments?
5. Retirement Savings: Explore the benefits of Roth vs. traditional IRAs and how to effectively balance your savings for immediate and future needs.

This episode offers you actionable strategies and expert insights to inspire and motivate you on your financial journey. Whether you’re just starting your career or looking to enhance your financial literacy, this discussion is packed with valuable information.

Tune in to discover how to navigate your financial future with confidence—because taking the first step can change everything!

We'd love to hear your thoughts on this episode! Have questions or experiences to share about your career journey? Reach out to us at mikaela@powerforwardgroup.com or visit our website at powerforwardgroup.com. Your feedback helps us create content that matters to you.

Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.

Approval code: 7167622RG_Oct26