Is It Ever Too Late To Start Planning For Retirement? With Rick Gallacher (Ep.5)
It’s never too late to start planning for your retirement or is it?
In this episode, Austyn Whittenburg is joined by Rick Gallacher to discuss some strategies he uses when crafting financial plans with his clients. He also shares how he can work with you to potentially optimize your plan.
Austyn discusses:
- Why you should start paying your bills automatically
- How much money should be in your emergency savings
- When is it considered too late to plan for retirement
- Where you should consider keeping your money
- And more
Resources:
- https://www.putnam.com/individual/infographics/time-not-timing/
- https://www.whittenburgwealth.com/cash-management-plan
Connect with Austyn Whittenburg:
- (801) 839-7056
- austyn@whittenburgwealth.com
- Schedule A Meeting With Austyn
- LinkedIn: Austyn Whittenburg
- Whittenburg Wealth Partners
- Twitter: Whittenburg Wealth
Connect with Rick Gallacher:
- (801) 839-7057
- rick@whittenburgwealth.com
- LinkedIn: Rick Gallacher
About Our Guest:
Rick Gallacher has experience in the areas of financial modeling, asset allocation, investment selection, estate planning, personal risk management, holistic situation auditing and personal financial reporting. As a licensed CPA, he has proficiency in understanding and applying analysis to the overall economy, capital markets, corporate fundamentals, personal taxation and essential business law.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets.
Podcast: Play in new window | Download | Embed