The Value of Financial Education for People Looking to Retire (Ep. 2)
How old were you when you learned how to write a check or create a budget? How much do you know and understand about building a retirement plan for your future?
In this episode, Nate Yeomans and Gregg Indovina discuss the lack of financial education in schools and its impact on individuals’ ability to navigate their financial lives, particularly as they approach retirement. They touch on how a lack of comprehensive financial education leaves individuals ill-prepared to make informed decisions about their finances and retirement plans.
Nate & Gregg explore:
- The gap in educating people on financial and retirement topics from an early age
- How the lack of financial literacy impacts their retirement planning later in life
- What changes between earning a paycheck and entering retirement
- The different influences on retirement planning, from Social Security and healthcare to taxes and estate planning
- And more
Connect with Design Wealth Advisors:
- LinkedIn: Nathan Yeomans
- LinkedIn: Gregg Indovina
- LinkedIn: Design™ Wealth Advisors
- DesignWealthAdvisors.com
- (720) 833-7676
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