Artwork

Content provided by Money Pickle. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Pickle or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

7: I've Saved Money, Now What with Sam Schuette

16:21
 
Distribuie
 

Manage episode 439113975 series 3591996
Content provided by Money Pickle. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Pickle or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode of Retirement Decoded by Money Pickle, Steve sits down with Sam Schuette, Vice President and Wealth Advisor at GreenUp Wealth Management, to discuss the next steps for savvy savers who have maxed out their 401(k) and are looking for new investment strategies. They explore how to balance saving with enjoying life, delve into the world of bonds and private credit, and uncover common pitfalls in managing long-term investments. Sam shares his insights on fiduciary responsibilities, asset management, and the importance of a well-rounded financial strategy. Tune in for practical advice on maximizing your investments and ensuring financial stability for the future.
Don't forget to visit MoneyPickle.com to schedule an appointment with a financial advisor and get personalized advice tailored to your retirement goals. Enjoy the show and remember to subscribe for more insightful episodes!
The views expressed here are those of the individual Money Pickle™ is an SEC-registered Internet-Only RIA and referral service for third-party investment advisors ("professionals") operated by The Pickle Pros LLC (“Money Pickle”). "Money Pickle" personnel quoted and are not the views of Money Pickle or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Money Pickle has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice.

  continue reading

13 episoade

Artwork
iconDistribuie
 
Manage episode 439113975 series 3591996
Content provided by Money Pickle. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Pickle or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode of Retirement Decoded by Money Pickle, Steve sits down with Sam Schuette, Vice President and Wealth Advisor at GreenUp Wealth Management, to discuss the next steps for savvy savers who have maxed out their 401(k) and are looking for new investment strategies. They explore how to balance saving with enjoying life, delve into the world of bonds and private credit, and uncover common pitfalls in managing long-term investments. Sam shares his insights on fiduciary responsibilities, asset management, and the importance of a well-rounded financial strategy. Tune in for practical advice on maximizing your investments and ensuring financial stability for the future.
Don't forget to visit MoneyPickle.com to schedule an appointment with a financial advisor and get personalized advice tailored to your retirement goals. Enjoy the show and remember to subscribe for more insightful episodes!
The views expressed here are those of the individual Money Pickle™ is an SEC-registered Internet-Only RIA and referral service for third-party investment advisors ("professionals") operated by The Pickle Pros LLC (“Money Pickle”). "Money Pickle" personnel quoted and are not the views of Money Pickle or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Money Pickle has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice.

  continue reading

13 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință