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Are You on Track to Join the Top 1% of Retirement Savers?

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Manage episode 472389029 series 3653939
Content provided by Mark Struthers CFA, CFP® and Mark Struthers CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Struthers CFA, CFP® and Mark Struthers CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to The Healthy and Wealthy Retirement, hosted by certified retirement counselor Mark Struthers. In this special Fourth of July episode, Mark delves into what it takes to be among the top 1% of retirement savers and the surprising statistics behind retirement savings in the U.S.

Discover eye-opening data from the Federal Reserve, including the percentage of retirees who have saved $1 million, the average retirement savings, and how home equity factors into financial planning. Mark also discusses the importance of planning for a comfortable retirement, considering factors like long-term care costs and the variability of retirement ages.

Whether you're aiming to join the elite 1% or just want to ensure a secure future, this episode offers valuable insights to help you achieve a healthier, wealthier, and happier retirement.

Disclosure-

Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.

This video is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.

This content has not been reviewed by FINRA

  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 472389029 series 3653939
Content provided by Mark Struthers CFA, CFP® and Mark Struthers CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Struthers CFA, CFP® and Mark Struthers CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to The Healthy and Wealthy Retirement, hosted by certified retirement counselor Mark Struthers. In this special Fourth of July episode, Mark delves into what it takes to be among the top 1% of retirement savers and the surprising statistics behind retirement savings in the U.S.

Discover eye-opening data from the Federal Reserve, including the percentage of retirees who have saved $1 million, the average retirement savings, and how home equity factors into financial planning. Mark also discusses the importance of planning for a comfortable retirement, considering factors like long-term care costs and the variability of retirement ages.

Whether you're aiming to join the elite 1% or just want to ensure a secure future, this episode offers valuable insights to help you achieve a healthier, wealthier, and happier retirement.

Disclosure-

Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.

This video is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.

This content has not been reviewed by FINRA

  continue reading

30 episodes

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