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The Five-Minute Retirement Plan
Retirement Matters, Inc.
23 episodes
1 week ago
Looking for quick, actionable tips each week to improve your approach to retirement? Here's where you'll find it. Dave Grant, a Certified Financial Planner professional for over 15 years, breaks down topics important about retirement so they are easy to understand and implement in your situation.
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Investing
Business
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All content for The Five-Minute Retirement Plan is the property of Retirement Matters, Inc. and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Looking for quick, actionable tips each week to improve your approach to retirement? Here's where you'll find it. Dave Grant, a Certified Financial Planner professional for over 15 years, breaks down topics important about retirement so they are easy to understand and implement in your situation.
Show more...
Investing
Business
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Ep 23 - Behind on Retirement Savings?
The Five-Minute Retirement Plan
6 minutes 57 seconds
3 months ago
Ep 23 - Behind on Retirement Savings?

Wondering if you're behind on your retirement savings? In this episode, Dave Grant discusses essential steps to assess and improve retirement savings. He outlines five key actions to determine if individuals are on track for retirement, including calculating savings, estimating retirement income needs, maximizing contributions, adjusting lifestyle choices, and considering an extended work timeline. The conversation emphasizes the importance of proactive financial planning to ensure a comfortable retirement.

The Five-Minute Retirement Plan
Looking for quick, actionable tips each week to improve your approach to retirement? Here's where you'll find it. Dave Grant, a Certified Financial Planner professional for over 15 years, breaks down topics important about retirement so they are easy to understand and implement in your situation.