In this episode, I am joined by Tory Garber, and we discussed the fundamentals of Financial Planning. 

We talked about:

• 401K vs Roth IRA vs Traditional IRA What are they and how do they differ? 
• How to take the most advantage of the 3% or 6% match companies provide? 
• What is some practical advice you would give young professionals to prepare for retirement? 
• What about preparing for the future in a cash-driven business where 401K might not be offered? 
• CD's Vs Bonds VS Stocks
• 529 & similar college saving plans. 
• 20-60-20 Rule- Pay yourself FIRST

 

you can contact Tory at www.torygarber.nm.com