The Crash Course in Retirement for Entrepreneurs has been designed to give you everything you need to know to start saving for your future as an entrepreneur, all in under an hour.
The main source for retirement savings for Americans today is their employer sponsored 401k account. But, what happens when you're self-employed, and you don't have access to an employer plan? Do you not get to retire?
No! You just need to do a little more research to take your future into your own hands!
When you're self-employed, there's a lot of different hats you need to wear, and unfortunately the "retirement savings" hat is often ignored, or left to get dusty for our future selves to try and figure out. But the magical thing about investing for retirement is, the sooner you start, the easier it is.
This course begins with the basics, breaking down the financial jargon and explaining why it's important to be taking advantage of retirement accounts. Then, we look at how much you might need in retirement, and how much you should be saving to get there. This is important, because when you are saving without a goal, you are less likely to actually do it.
Then, we look at all of the different investment account options you have for retirement, as a self-employed individual. By the end of this section, you will know what account you need, and how much you should be putting into it.
Last, we look at how you go about opening your accounts. By the end of the course, you will have the renewed motivation for tackling retirement, and the steps you need to hit the ground running!
*Please note, this course is based on accounts and rules based in the U.S system. General theory is applicable to other countries, but rules, account titles, and processes will vary
When I first started working in the financial industry, I became very aware of how much I didn't know about investing and saving for retirement. I went on a mission to learn as much as a could (a mission that is far from over!) and share my knowledge with as many people as I can.
A few years and certifications later, I am now a financial advisor that focuses on helping self-employed individuals get the financial advice they need. The lack of existing education and communication on this topic is frustrating, and I'm doing what I can to change that.
When I'm not crunching numbers, I enjoy being outside in nature, kayaking, painting, crocheting, and planning future travels. Before becoming an advisor, I lived outside of the U.S for six years, in China, England, and Australia, and have visited many countries in between.
I'm happy to have you here, and I hope you are too!