At WEG, our advisors focus so much effort on helping clients set goals

- Goals are a foundational pillar to financial planning — all decisions about investments, asset allocation, and income planning flow from goal-setting

- Goal achievement begins with self-awareness and should be an expression of what you value

Retirement planning is crucial for everyone, but it introduces particular challenges for women. With longer life expectancies, as well as reduced earning potential due to the gender pay gap and other factors, women face a unique set of obstacles in preparing for retirement compared to men.

Special guest - Jackie Ampe:

• Jackie is a Senior Vice President and Financial Advisor at Wealth Enhancement Group
• She has a broad base of knowledge and years of experience in the financial industry and is especially passionate about educating women on investing and financial planning.
• Four-time winner of the FIVE STAR Wealth Managers Award (2019-2023)
• Highly credentialed, having earned her CFP® (Certified Financial Planner), CERTIFIED RETIREMENT COUNSELOR® Professional designations and is insurance-licensed
• BS from St. Cloud University
• When not working with clients, Jackie enjoys walking, traveling, gardening and spending time with her husband and six boys, two daughters-in-law and their fur baby, Ralphie.

No financial plan is complete without an estate plan because you need to plan ahead for how your assets are distributed after you’re gone.

Today, we are going to talk about how people in non-traditional careers should be planning more for their retirement. What do we mean by non-traditional jobs?

• Those who don’t have a typical nine-to-five office, service, or factory jobs.
• Non-traditional workers may be self-employed, working in the gig economy (e.g., Uber/Lyft drivers), consulting, or freelancing.
• Dog Vacay – dog walking
• Task Rabbit – handyman, moving, home repairs, errand-running
• Instacart – grocery shopping
• Higher education: adjunct or part-time professors

• Ryan is a Senior Vice President and Financial Advisor at Wealth Enhancement Group
• He helps lead the Tax Strategies group for Wealth Enhancement Group’s Roundtable™ and has an extensive tax and retirement income planning background.
• Longstanding member of the Ed Slott Master Elite IRA Advisor Group, a leading national group, one of the nation’s leading organizations dedicated to advancing retirement account taxation knowledge

Money and relationships can get complicated if you don’t talk about it.

There are lots of things investors won’t be able to control in 2024 — inflation, market direction, and interest rates, among others. But if you get organized now, you can make some tax-smart moves (and avoid a few mistakes).

Good retirement income planning has to go beyond simply joining your company-sponsored retirement plan or opening an IRA at your local bank.