Episode
Retirement Readiness: Maximizing Your Retirement Savings (Ep. 3)
- Podcast
- The Live Greater View
- Published
- Mar 26, 2026
- Duration seconds
- 1797
- Processing state
not_requested
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Summary
In our third episode of our Retirement Readiness Journey, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, dive deep into the mechanics of saving as you approach the ten-year countdown to retirement. While most people immediately think of their 401(k), a truly resilient plan requires a balance of cash, retirement vehicles, and non-retirement investment accounts. Key Topics Covered: The New Rule for Emergency Savings: Why the traditional "3 to 6 months" rule of thumb has evolved in t...