A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
A/B Conversations: CFP® Your Way Out Of It is a podcast where Certified Financial Planners™ break down everyday money questions, offering expert insights on financial planning, investing, retirement, and wealth-building strategies. Get the CFP® perspective on what truly matters in securing your financial future.
FAQ – What You’ll Get From This Podcast:
- What is financial planning, and why does it matter?
- How can I build wealth and secure my retirement?
- What are the biggest money mistakes to avoid?
- How do CFP® professionals think about investing and financial psychology?
- What strategies can help me navigate market ups and downs?
A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Ep # 62: Where Should I Save? Here's The Pecking Order.
What’s the best way to go about saving money? The pecking order of savings, like many things in financial planning, is dependent on an individual's situation. During our financial planning process we will have to make certain assumptions, especially around taxes and compensation later in life, but we focus on doing the most efficient thing that we can, while still offering some flexibility. Diversification of savings for accessibility and taxes in the future is key. We have a process to go through this with you. Listen to us discuss our process for defining a pecking order of savings for someone in this podcast episode.
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.