The Education of a Financial Planner

Regardless of when you start saving for retirement, the most important period to save is probably the period when your income is at its peak. In this episode, we discuss how to think about retirement saving during your prime earning years. We discuss the Roth vs. traditional IRA debate, the importance of avoiding lifestyle creep, how to think about how much you need for retirement, the benefits of Monte Carlo simulation and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠https://www.valideacapital.com⁠⁠ FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠⁠https://sunpointeinvestments.com/⁠⁠ FOLLOW JACK Twitter: ⁠⁠https://twitter.com/practicalquant⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠https://twitter.com/jjcarbonneau⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/jcarbonneau⁠⁠ FOLLOW MATT Twitter: ⁠⁠https://twitter.com/cultishcreative⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/

With the failure of Silicon Valley Bank, many investors have been worried about if their money is protected. In this episode, we take a detailed look at the protections provided by FDIC and SIPC insurance and how they work in the real world. We also look at protections available for depositors at credit unions, cash value in life insurance policies and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠https://www.validea.com/the-education-of-a-financial-planner-podcast⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠https://www.valideacapital.com⁠ FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS ⁠https://sunpointeinvestments.com/⁠ FOLLOW JACK Twitter: ⁠https://twitter.com/practicalquant⁠ LinkedIn: ⁠https://www.linkedin.com/in/jack-forehand-8015094⁠ FOLLOW JUSTIN Twitter: ⁠https://twitter.com/jjcarbonneau⁠ LinkedIn: ⁠https://www.linkedin.com/in/jcarbonneau⁠ FOLLOW MATT Twitter: ⁠https://twitter.com/cultishcreative⁠ LinkedIn: ⁠https://www.linkedin.com/in/matt-zeigler-a58a0a60/

There are so many things to think about early in your career. Starting a new career, potentially paying off student loans and managing other expenses is usually the focus of young workers. Retirement is often not a major consideration since it is so far in the future. But saving early can start the process of compounding and can make a big difference down the road. In this episode, we discuss the things that young investors should keep in mind as they balance their present needs with their future retirement goals and get into the details of some of the vehicles available for retirement saving. SEE LATEST EPISODES https://www.validea.com/the-education-of-a-financial-planner-podcast FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/

In this episode, we take a detailed look at the options available to save and invest for college. We discuss 529 plans, UTMAs and UGMAs and non-traditional approaches. We also discuss financial aid, grandparent 529s and a lot more. We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/the-education-of-a-financial-planner-podcast FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/

In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and where goals-based planning can go wrong.  We hope you enjoy the discussion. SEE LATEST EPISODES https://www.validea.com/the-education-of-a-financial-planner-podcast FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/