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Podcast Ep. #3: Beyond The Paycheck

Podcast Ep. #3: Beyond The Paycheck

September 12, 2023

Welcome to the third episode of "The Live Greater View," a financial planning podcast produced by VLP Financial Advisors that discusses life, money, and perspective. In this episode, hosts Rose and Chris dive deep into the world of retirement planning, addressing common questions and sharing expert insights that are valuable whether you're just starting your career or nearing retirement.

Key Topics Covered:

- The significance of employer-sponsored retirement plans and their role in securing your financial future.

- The importance of maximizing employer matching contributions and the impact it can have on your retirement savings.

- Target date funds and how they simplify investment decisions based on your anticipated retirement date.

- The critical importance of reviewing and updating beneficiary designations to align with your current life circumstances.

- Distribution strategies for retirement accounts, focusing on controlling what you can in a fluctuating market.

- Historical market data and its relevance in long-term retirement planning.

Whether you're a young professional looking to kickstart your retirement savings or someone closer to retirement seeking to fine-tune your strategy, this episode offers valuable insights and actionable advice. Don't miss out on this opportunity to gain a fresh perspective on retirement planning.

We'd love to hear from you! If you have any questions or thoughts related to financial planning or any topics covered in this episode, reach out to us at vlpfa.com.