Does planning for retirement feel overwhelming?

In this episode, I talk about how developing your own investment philosophy can help you approach saving for retirement with clarity and intention. I share my personal journey—from starting small with company-matched contributions to maximizing my retirement savings as an entrepreneur.

The best time to start planning for retirement is now, and I outline three steps to help you build your investment philosophy. You’ll get practical tips on automating your retirement contributions and balancing financial priorities so you can begin investing in your future.

If you’re ready to stop stressing over retirement savings and start building a money management strategy that addresses your goals, this episode is for you. Tune in now and grab those tips that will change the way you think about planning for retirement. Your future self will thank you!

Learn how to prioritize your retirement by creating your investment philosophy…

• [02:30] Where are you at with retirement?

• [07:45] Why you need to prioritize saving for retirement

• [12:20] 3 steps to take now

Tune into this episode of Money Files to learn how to build an investment philosophy and start prioritizing your retirement.

Get full show notes and the episode transcript: 

https://wealthovernow.com/how-to-simplify-your-retirement-plan/

Links mentioned in this episode…

Set up a call | Financial Coach Washington, DC | Wealth Over Now

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