Fast and Finance
Welcome to Fast and Finance! This podcast is designed for everyday, normal people just looking to improve their personal wealth management and expand their knowledge on the markets. We'll cover all the basic concepts so you have a strong base knowledge before we dive into anything more specific. Wealth management is a concept that is overlooked in many school systems, and we're here to change that! Please send us your questions to: patrick.mccrindle@lpl.com - Securities offered through LPL Financial, a member FINRA/SIPC. https://www.finra.org/ - https://www.sipc.org/ Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and SGI Wealth Management are separate entities from LPL Financial. https://www.sgiwealth.com/
Fast and Finance
Setting Goals and Creating a Plan (IRAs, 401ks)
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Patrick McCrindle
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Season 1
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Episode 4
Everyone has a different situation that is going to call for different strategies, right? There’s goals and objectives, along with risk tolerance that makes everyone’s plan different. Not everyone has the option to contribute to a 401k or some other type of employee sponsored plan. And when that’s the case, people could make the move to open their own retirement accounts.