Maili's top financial tips for your twenties, thirties, forties and beyond based on her own personal story. Think about your financial future as it corresponds to your life goals. Educate yourself and empower yourself with these tips to have financial independence and security in your life.
0:45 Protect your credit score and have an emergency fund 1:18 In your thirties, consider a Roth IRA or backdoor Roth IRA plus family planning 1:48 As you reach your forties, reevaluate your budget as your earn more 2:07 What Maili did in her thirties that allowed her to save up for a home by pretending she owed monthly payments her own "house fund" 2:39 Pretend your bonus doesn't exist 2:59 HSA tips (secondary retirement account!) 3:39 Investing in your fifties as a woman: should you stay in stocks? Bonds? Catch-up provisions 4:06 IRA contribution max for age 50 and up
Maili Bergman is a Personal Wealth Advisor with California Retirement Advisors (CRA) and a Registered Investment Representative specializing in holistic financial planning for professional women and equity compensation. LinkedIn: https://www.linkedin.com/in/maili/
About CRA: https://cradvisors.com/ Where successful Californians go to plan and invest wisely for and during retirement.
California Retirement Advisors (CRA) was founded in 1997 by Christian R. Cordoba, a CERTIFIED FINANCIAL PLANNER professional, with the goal of providing clients financial retirement advice beyond merely buying investments.
We specialize in helping you grow and protect your income and assets, and save money on taxes for a worry-free retirement. To do so, we provide comprehensive guidance for successful people with the unique financial challenges of living, working, playing and retiring in (or from) California.
Our single CORE purpose is to compassionately empower successful people to live a better life.
Our unique CRAve Life Advisory process is designed to help if you want to make smart financial decisions for or during retirement, but don’t have the time, knowledge or desire to do it yourself.
