5 Steps To Take If You’re Behind On Your Retirement Savings
Episode 287
5 Steps To Take If You’re Behind On Your Retirement Savings
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Equipping Points:
Feeling behind on retirement savings can be overwhelming, but it doesn’t mean you’re out of options. In this episode, David walks through five practical steps to help you regain clarity and momentum, whether you’re early in your career or approaching retirement. From tracking spending habits to maximizing workplace retirement plans, this episode focuses on actions you can actually control.
Here’s some of what we discuss in this episode:
🧮 How to determine if you’re truly “behind”
📊 Getting a clear snapshot of your net worth
💳 Identifying spending patterns that are holding you back
🔁 Maximizing your workplace retirement savings
📝 Why having a written retirement plan can change everything
Today's Takeaway:
Some of these episodes were recorded under the branding of KC Financial Advisors, which has since rebranded as CreativeOne Advisors Group. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group.
