On this episode of Roadmap to Retirement, I am joined by colleague, Dave Pulcini! This episode is going to be a little different than the others, we are doing a client mailbag episode where we answer any questions clients have asked us!

Key Takeaways:

– What people in their 20s/30s should do to plan for retirement

– What can you do to help your parents plan for retirement

– “Do I have enough?”

– Why you shouldn’t listen to your friends about finances

– How much to spend and not run out

– What would you say to someone struggling to accept spending money

– Financial Status: You vs. others your age

– Investing in an election year and your stock portfolio

– What to do with inherited money

If you have any questions that we can answer, leave a comment on any of our socials!