How to be a Financial Grownup

Financial advice that everyone - not just someone of the millennial set - needs.

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Douglas Goldstein,

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Bobbi Rebell, author of How to be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom, joins Doug Goldstein, CFP of Profile Investment Services, Ltd. to discusses how folks can become financially responsible.

They stresses the importance of automating finances as a way of reaching financial goals, and give concrete guidelines people of all ages can take in planning their retirement. Learn how to take the first steps in becoming a financial grownup.

Doug Goldstein, CFP, explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts. He reviews common miscalculations people make when planning for retirement. What steps can a late-in-life investor take to prepare for retirement?



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