Jan 29, 2020
For the most part, we all go to work to achieve the same end goal: to retire comfortably. But getting to that level requires more than just showing up for your 9 to 5 every day for 40 years. How can you go further in turning your valuable assets into sources of income to ensure you are ready for retirement? Our guests today are Matt and Samantha Sagers from Mass Mutual. Together, this sibling duo will breakdown some of the common mistakes when it comes to preparing for retirement, as well as explain ways to turn your assets into a future retirement nest.
Samantha: https://advisors.massmutual.com/samantha-sagers-davenport
925-979-2353
Matthew: https://advisors.massmutual.com/matthew-sagers
925-979-2364
00:42 Getting Started
3:10 Origin Story
8:05 10 Retirement and Financial Mistakes
10:42 Defining Retirement
11:20 Setting Financial Goals
14:18 Younger People Saving
17:08 Credit Management
21:16 How Young People Can Build Credit
22:58 Investing Early
28:15 Tax Benefits and Saving for Retirment
32:26 Allocating Assets
34:20 Planning for the Unexpected
39:09 Employee Benefit Plans
44:26 Sustaining Assets
47:23 Putting Together a Full Plan
49:08 Wrap Up/ Contact Info