Ep 240 | Invest Early, Save Late

For the most part, we all go to work to achieve the same end goal: to retire comfortably. But getting to that level requires more than just showing up for your 9 to 5 every day for 40 years. How can you go further in turning your valuable assets into sources of income to ensure you are ready for retirement? Our guests today are Matt and Samantha Sagers from Mass Mutual. Together, this sibling duo will breakdown some of the common mistakes when it comes to preparing for retirement, as well as explain ways to turn your assets into a future retirement nest. Samantha: https://advisors.massmutual.com/samantha-sagers-davenport  925-979-2353 Matthew: https://advisors.massmutual.com/matthew-sagers  925-979-2364 00:42 Getting Started 3:10 Origin Story 8:05 10 Retirement and Financial Mistakes 10:42 Defining Retirement  11:20 Setting Financial Goals 14:18 Younger People Saving 17:08 Credit Management  21:16 How Young People Can Build Credit 22:58 Investing Early 28:15 Tax Benefits and Saving for Retirment 32:26 Allocating Assets 34:20 Planning for the Unexpected 39:09 Employee Benefit Plans 44:26 Sustaining Assets 47:23 Putting Together a Full Plan 49:08 Wrap Up/ Contact Info