Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Advisors Group is a DBA of CreativeOne Wealth. Insurance services are offered through Licensed Insurance Professionals.
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Advisors Group is a DBA of CreativeOne Wealth. Insurance services are offered through Licensed Insurance Professionals.
We’ve all seen stats about how much the average American has saved for retirement. But let’s be honest- being “average” when it comes to retirement savings isn’t likely to provide the lifestyle you want in your golden years. Instead, David will share some practical benchmarks you can use to measure your progress. He’ll also share some actionable steps to set yourself up for long-term success!
Here’s some of what we discuss in this episode:
Benchmarks for retirement savings based on age and income
Where this money should be held
The importance of starting early
A great time to start is right now!
New Years Resolutions Episodes
https://coveryourassetskcpodcast.podbean.com/e/episode-155-2022-financial-resolutions-part-1/
https://coveryourassetskcpodcast.podbean.com/e/financial-resolutions-part-2/
For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.
Cover Your Assets KC Podcast
Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Advisors Group is a DBA of CreativeOne Wealth. Insurance services are offered through Licensed Insurance Professionals.
