1491: Ask Farnoosh: All Things Investing and Retirement

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 2K Ratings

🗓️ 24 March 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

In honor of Women’s History’s Month, I’ve partnered with Prudential, one of the most trusted financial services firms in the country, to provide empowering advice and insights to help us all thrive in our financial lives. The Prudential brand is synonymous with strength and resilience. Head to Farnoosh.TV/Prudential for our top tips on how to set yourself up for financial success now and in the future. Whether you’re saving for college, planning retirement, or working toward any other financial milestone, Prudential is here to help you get there and beyond. Visit prudential.com to learn more. I am a non-client, paid promoter of Prudential Financial. To learn more about the material terms of my relationship with Prudential, please go to Farnoosh.TV/Prudential. This podcast is provided for educational purposes only. It is not intended to be, nor should be construed as investment, insurance, financial, tax or legal advice. Please consult with your own advisor for such advice. Today’s show: Answering your biggest investing and retirement questions. Farnoosh and special guest Sara Benton, Prudential Financial Planner, review audience questions about how to start, the best ways to maximize your 401(k) and the ins and outs of Roth IRA rollovers. For a free financial checklist from Prudential go to join.farnoosh.tv. More about Sara Benton: She has been a Financial Planner at The Prudential Insurance Company of America for over 10 years. Sara is passionate about financial wellness and helping her clients achieve their goals through education, guidance and crafting custom strategies for their financial future. Ensuring her clients are confident about their goals and are prepared for unexpected challenges, whatever the life stage, is her primary focus. Sara holds the Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations and is constantly looking for ways to grow and learn more to better assist her clients. She leads worksite education programs aimed to empower employees to take hold of their finances and understand the impacts of their financial decisions. Prudential Disclosure: Our financial advisors offer financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. A financial advisor or financial planner offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This episode is brought to you by Shopify.
0:03.0	That's what I hear when I make another sale on Shopify.
0:07.0	The all-in-one commerce platform that allows you to start, run and grow your business.
0:12.0	Shopify is revolutionising millions of businesses worldwide.
0:17.0	So sign up for a £1 per month trial period at Shopify.co.uk
0:23.0	slash podcast23 all lowercase
0:26.0	and take your business to the next level today.
0:29.0	So money episode 1491 ask Farneesh all things investing and retirement planning.
0:37.0	You're listening to So Money with award-winning money guru Farneesh Karabi.
0:42.0	Each day in a 30-minute dose of financial inspiration from the world's top business minds,
0:47.0	authors, influencers and from Farneesh yourselves.
0:51.0	Looking for ways to save on gas or double your double coupons?
0:55.0	Sorry, you're in the wrong place.
0:57.0	Seeking profound ways to live a richer half your life.
1:00.0	Welcome to So Money.
1:03.0	Welcome to So Money, everybody. I'm Farneesh Karabi.
1:06.0	It is Friday, March 24th.
1:09.0	You heard it in the title.
1:11.0	We're going to be answering your financial questions around investing,
1:15.0	retirement, we'll be joined soon by Sarah Benton,
1:19.0	who is a potential financial planner.
1:21.0	And she's going to help us go through all of your concerns about 401k's,
	...

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