Behavior Of Retirement Savers

Financial Planning & Advice Recording

In this presentation, we take a look at:
• the brain and motivation
• different behaviors that influence our decisions, and
• what we can do as investors to foster positive behaviors helping us achieve retirement saving success.

Additional Resources

Video intro image graphic about Roth or Pretax Savings. Video presented by Greg Klein of Hays Financial Group

Recording Retirement Optimization

Pretax-Roth

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Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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Recording Resources

Foundational Investing

In this presentation (2 of 3 in our 3-part series), we review the basics of investing for retirement. • Asset classes & diversification • Best practices to use and pitfalls to avoid when it comes to your investments • Simple investment solutions available in your workplace plan

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