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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the critical differences between saving and investing, emphasizing the importance of understanding financial goals and risk management. They explore the concept of phased retirement as a way to ease into retirement while maintaining purpose and identity. The conversation also touches on legacy planning, highlighting strategies to create a family bank or dynasty trust without fostering dependency. The hosts stress the necessity of having a comprehensive financial plan to navigate the complexities of retirement and ensure a fulfilling future
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Chapters
1. Saving vs. Investing: What You Need to Know When it Comes to Your Retirement (00:00:00)
2. TEASE AFTER SOUND EFFECT (00:00:02)
101 episodes
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