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

Retirement Decoded

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.
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