Jul 2, 2024
In this special Independence Day encore episode, we're revisit an important conversation with financial planner Bobbie Munroe. With over 40 years in finance and 30 years as a Certified Financial Planner (CFP), Bobbie helps individuals with modest incomes plan for a secure retirement. In this episode, Bobbie offers practical advice for nonprofit professionals on financial planning, saving for retirement, and achieving financial independence.
This episode answers the following questions:
- What should a 35, 45, or 55-year-old with limited savings do to plan for retirement?
- How can we save for retirement without feeling deprived?
- What are the best strategies for automating savings and making investment decisions?
- How can setting up a personal foundation contribute to long-term financial goals and family legacy?
Links mentioned in this episode:
Looking for more? Check out these amazing episodes:
- Ep 171: Recession-Proof Your Career with Gary Hines (Apple Podcasts, Spotify, or our website with show notes)
- Ep 149: Nail the Interview and Get the Job with Evan Piekara (Apple Podcasts, Spotify, or our website with show notes)