RPU Cast Episode 10: Rate Of Return When It Comes To Your Retirement
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RPU Cast Episode 10: Rate Of Return When It Comes To Your Retirement
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In this episode, hosts Jordan and Phillis are joined by special guest Brad Gaines, a seasoned financial advisor. Together, they tackle two critical topics: managing expectations for the rate of return in retirement plans and instilling smart saving habits in the next generation.
With Brad's expertise guiding the conversation, the trio explores realistic expectations for investment returns within retirement portfolios, considering factors such as risk tolerance, market conditions, and investment strategies. Listeners gain valuable insights into setting achievable goals and optimizing their retirement savings strategies.
Additionally, the discussion turns to the importance of financial education for children. Brad shares personal anecdotes and practical tips for teaching his daughter the value of saving early, laying the groundwork for a lifetime of financial responsibility and success.