Скачать или смотреть Is it Too Late to Start Saving for Retirement? - Worth Asset Management

Ever catch yourself wondering if you’ve missed the boat on saving for retirement? It’s a thought that crosses many minds, no matter their age.

In this quick video, we address that very question head-on: Is it really too late to start saving for your future?

The answer might surprise you. More importantly, we show you what you can do right now to build a more promising tomorrow. Plus, we share insight into an important (and often overlooked!) aspect of retirement planning: understanding how taxes impact your savings.

Ready to feel more empowered about your retirement journey, no matter where you are today? Reach out to set up a free consultation: https://calendly.com/joe-dowdall/15min


📌 Timestamps
0:00 – Introduction: Is it too late to start saving for retirement?
0:16 – Meet Joe Dowdall, CFP® at Worth Asset Management
0:21 – Why there's no perfect age to start saving
0:37 – Catch-up strategies and tax efficiency
0:52 – Understanding how retirement accounts are taxed
1:09 – Tax implications of Traditional 401(k)s and IRAs
1:27 – Roth 401(k)s and IRAs: Tax-free withdrawals in retirement
1:44 – Brokerage accounts and capital gains taxes
1:55 – Overcoming feeling behind: Three action steps
2:01 – Step 1: Assess your current financial situation
2:08 – Step 2: Set realistic, consistent savings goals
2:21 – Step 3: Explore account types and tax strategies
2:31 – The power of smart tax planning, even if you're late
2:35 – CTA: Book your free 15-minute introductory call
2:53 – Closing remarks and contact information

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Family. Health. Helping others with their wealth management and retirement planning. Spending time with loved ones. Traveling. Providing the best possible experience to my clients. These fundamentals are what’s most important to me. And when we begin your financial and retirement planning journey together, I will want to know what’s most important to you too.

Learn more by visiting https://joedowdall.com/.