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
Hi and welcome! My name is Alicia and I am so happy to have you here!
My goal with Friend of Finance is to help people through the sometimes messy and stressful parts of their finances. My favorite topics are investing and retirement, and taking entrepreneurs and individuals who are confused and feeling behind with their money decisions, to feeling on track and empowered with their finances!
Prior to creating financial courses and coaching, I worked as a financial advisor who helped people through the retirement process. Not only did this career give me the HUGE gift of hindsight when it came to my own financial future, it showed me how under-prepared my generation was when it comes to the expensive goal of retirement...
With my courses, I shed some much-needed light on the topics that are ignored for too long and not talked about enough. The sooner you learn about investing and getting your finances in order, the more time can work in your favor!
I believe life is a beautiful journey, one that shouldn't be spent stressing about money.