Written by Alex Seleznev, MBA, CFP®, CFA | Mar 13, 2024
On this episode of Think About It, host Sylvia Henderson speaks with Financial Planner and President of Capital Squared Financial (CSF) Alex Seleznev about how to efficiently plan for retirement during your working years and what goals to set as you reach retirement.
Alex also discusses his personal reasons to launch CSF and shares many practical ideas for those who are thinking about or transitioning into retirement.
Watch the full interview HERE.
Feel free to click on any of the sections below if you are interested in a specific part of the interview. There is something for everyone!
- What led you to specialize in retirement?
- So what do you know about retirement? Why is this personal to you?
- What triggers someone to reach out to a retirement planner?
- How young should you start planning for retirement?
- How much do you need to save for retirement, and what are the three distinct stages in retirement: “go-go”, “slow-go”, and “no-go” years?
- When do Long Term Care (LTC) and retirement communities come in play?
- What should you do financially in your 20s, 30s, and so on to be successful in retirement?
- How is retirement different for self-employed and small business owners?
- When people contact you, what do you do to get started?
- Who are your partners and “ecosystem” of professionals?
- One last 15-second message that you want to leave?