Maybe you’ve started to save, but now you don’t know what to do with it.

 

In this episode, I speak with my Sarah Mizell about financial planning for people who have started to establish a savings and make a plan for retirement. Sarah is Director of Marketing at Valued Retirements, a Houston-based financial advisory and planning firm. Sarah talks about the line of thinking she takes as a financial planner for helping clients establish and implement a savings and investment plan given a client’s goals.

 

We touch on:

-Valued Retirements and Certified Financial Planners

-Do-it-yourself versus trusting a financial planner

-Creating a retirement plan

-Identifying your money goals

-Being purposeful with your financial resources

-Getting on the same page with your significant other and matching expectations

-Gauging savings targets over time

-The American retirement model not being the same today as it was in the past

-Automatically setting aside a percentage of your income in savings

-Vetting financial planners and conflicts of interest

-Types of savings

 

 

Resources mentioned in the podcast:

 

* Valued Retirements financial planning

* Houston First Baptist Church Financial Consulting