Planning 4 Retirement

Are Your Retirement Goals on Track?

2026-09-07

Scott and Elyse discuss practical ways to track your money, manage your finances, and stay on course for a successful retirement. From understanding where your money is going to making sure your savings align with your goals, they share simple strategies

This video has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

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Filetype: AAC - Size: 20 MB - Duration: 10:30m (255 kbps 48000 Hz)