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Leading the Next Generation of Diverse Financial Planners! | Co-Founder & Chief Financial Planning Officer @ Zenith Wealth Partners | CFP BOARD AMBASSADOR | Investment News 40 Under 40

I’ve heard it before: “I’m under 30, 40, or even 50, do I really need to think about retirement now?” The answer is YES. 🎯 In a recent conversation with John Manganaro at ThinkAdvisor, I shared how I help clients under 50 build healthy habits, stay motivated, and grow wealth for their future selves — while still enjoying their lives today! 🔑 Start where you are: Saving doesn’t mean giving up everything now. It’s about finding a strategy that balances today’s goals with tomorrow’s security. 🔑 Your time is your greatest asset: Compounding works wonders the earlier you start. Even small, consistent contributions can grow into something incredible. 🔑 Make it visual and relatable: I show clients what a small change — like saving an extra $100/month — can mean over 20 or 30 years. Seeing those numbers makes retirement goals feel achievable and exciting. For anyone under 50, remember: your future self is counting on you, but it doesn’t have to feel overwhelming. One step, one habit, one plan at a time. 👉 If you’re ready to see what saving for retirement could look like for YOU, let’s talk! https://lnkd.in/eSdPrvKh

How an Advisor Gets Clients Under 50 to Save for Retirement

How an Advisor Gets Clients Under 50 to Save for Retirement

thinkadvisor.com

Seeing the difference small amounts can make over time is a huge motivator for retirement saving! Compound interest is a saver’s best friend.

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Phillip D. Woolfolk

Keynote Speaker/Author/Alternative Lender/Board Director

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Love it

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