SAVING FOR RETIREMENT

Brea Dantin, MJ Retirement

Nicole Yankauskas, Avalon Wealth Advisory

ABOUT BREA
ABOUT NICOLE
"You don't need to be an investing genius, just get started."

ABOUT THE EPISODE

ABOUT THE EPISODE

In this episode, financial experts Brea Dantin and Nicole Yankowskis offer valuable advice on retirement planning for early career professionals.

They discuss the importance of starting retirement savings early, understanding different retirement plans like 401(k)s and 403(b)s, and maximizing employer contributions.

They highlight the benefits of automated contributions, tax advantages, and the significance of compounding interest.

Our experts also dive into strategies for balancing immediate financial needs with long-term savings goals, and emphasize the importance of keeping it simple, getting started, and continually learning.

00:00 Getting Started with Investing in Your 20s

01:09 Introduction to Our Guests: Brea Dantin and Nicole Jankowskis

02:53 Why Early Career Professionals Should Think About Retirement

06:25 Understanding Employer-Sponsored Retirement Plans

10:29 Maximizing Your Retirement Contributions

12:33 The Importance of Automation in Saving

13:23 Portability and Vesting in Retirement Plans

16:12 Tax Advantages of Retirement Plans

17:59 How Much Should You Save for Retirement?

27:17 Exploring Additional Savings and Investment Options

30:50 The Basics of Investing for Retirement

35:43 Key Takeaways and Final Thoughts

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