Retirement Planning for Young Investors
Two Quants and a Financial PlannerMarch 13, 202300:27:09

Retirement Planning for Young Investors

There are so many things to think about early in your career. Starting a new career, potentially paying off student loans and managing other expenses is usually the focus of young workers. Retirement is often not a major consideration since it is so far in the future. But saving early can start the process of compounding and can make a big difference down the road.

In this episode, we discuss the things that young investors should keep in mind as they balance their present needs with their future retirement goals and get into the details of some of the vehicles available for retirement saving.

02:18 - How to prioritize retirement early in your career
05:05 - The benefits of saving for retirement early
07:37 - Setting up a Roth IRA for your kids early
11:37 - The return on yourself in more important than return on investment early on
14:05 - What to invest in early in your career
16:32 - The vehicles available for retirement saving early in your career
17:53 - Roth vs. Traditional IRAs
19:59 - Take the 401k match
22:27 - Its harder to save money than to compound money
25:14 - Summary of biggest lessons from episode

#retirementplanning
#humancapital
#401k

ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.

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