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Planning for Retirement

Published by Summit Marketing Team on Feb 9, 2021 11:00:00 AM

The 401(k) Audit CPA Success Show: Episode 14


Today, Jamie Nau sits down with Kim Moore to talk about one of the most asked question, which is "What should I do so I could plan for my retirement?".

Answering this question not just from the perspective of a plan sponsor but also from an individual's perspective focusing primarily on the 401k aspect of your retirement plan.




Episode Quote

“Planning as early as possible makes the whole process easier.” - Kim Moore


The finer details of this episode:

  • Why planning your retirement earlier is important
  • Where to start your retirement planning
  • Understanding your needs and what you want to achieve for your retirement plan
  • Tips on managing your retirement plan



Planning for Retirement

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Episode 14 - Planning for Retirement 👉 https://ctt.ec/a7aQ5+



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