Workplace Savings, Roth Questions, and Financial Termites

 

Coach Pete and the team discuss workplace retirement accounts. The conversation considers Roth versus traditional contributions and arranging resources for retirement income.

The episode also explores the financial-termite analogy. The team discusses fees and reviewing the details of an existing savings strategy.

Call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team and discuss your retirement plan.