EPISODE · Aug 26, 2026 · 35 MIN
The Retirement Conversation You Keep Avoiding
from Small Talks for Big Change · host Patelco Credit Union
Retirement can feel overwhelming, but getting started doesn't have to be. In this episode, Andrew sits down with Patelco IRA/HSA Specialist Alex Chi to break down retirement savings basics, including IRAs, 401(k)s, Roth vs. Traditional accounts, employer matching, and common rollover questions. Whether you're just starting your first job or thinking more seriously about your future, you'll learn practical steps to build retirement savings with confidence.
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The Retirement Conversation You Keep Avoiding
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