Investments

Retirement Planning: Understanding Your Options

Matt Moklestad

Matt Moklestad , CFP®, CIMA®, AIF®, MBA

Geoff Christy

Geoff Christy , AIF®, MBA

03/12/23

Retirement Planning: Understanding Your Options | Financial Perspectives

Retirement planning can seem daunting, but it doesn’t have to be. This week, Matt Moklestad and Geoff Christy from Foster Group’s Institutional team have a conversation around the retirement plan landscape: what are common questions and what possible actions could you take regarding your plan.

0:39 – Why are retirement plans so important?

1:35 – What are the most common types of retirement plans?

2:08 – From an employee perspective, what are common 401(k) questions?

2:51 – From a business owner perspective, what are common 401(k) questions?

5:46 – What are possible action items regarding your 401(k) plan?

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