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ABC RETIREMENT PLANS INTERNSHIPS

by: LAURA HAWLEY guest: Christina Graham August 10, 2016
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Guest:
Christina Graham – Executive Director at YLakeland
Anastasia Jones-Downing – Univ. Development Director at YLakeland
Ashley Foss – Marketing Director at YLakeland
Troy Garcia – CFP®, Financial Advisor at Allen & Company

Today’s show will discuss the language of the financial world and knowing what’s best for you and your financial plan, Internships and how they can be a win, win, win situation, how to find internship opportunities, how to utilize Employee Sponsored Plans after you get the job and how these plans help pave your Retirement path.  We will also speak with Christina Graham, Executive Director YLakeland, Anastasia Jones-Downing, University Development Director at YLakeland, and Ashley Foss, Marketing Director at YLakeland.

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In this episode we cover:

  • Economic Compass (1:25)
  • Acronyms of the Financial world and some of the most common terms used (3:15)
  • Limits within individual Retirement Plans (8:58)
  • Who should consider a Roth 401K and how to contribute to it (10:45)
  • HSA:  Health Savings Accounts and how they help save on Taxes (17:15)
  • Back to School, ensuring your Financial future, and College Finance 101 (22:00)
  • “What is Y Lakeland?” with Guest Christina Graham Executive Director of Y Lakeland, Anastasia Jones-Downing Univ. Development Director at Y Lakeland, and Ashley Foss, Marketing Director at Y Lakeland. (25:50)
  • Benefits of YLakeland to Employers (36:05)

Tweetable Topics:

36% of workers 25 and older have said that they haven’t contributed to their retirement. – Laura HawleyCFP®, Senior Vice President at Allen & Company.

You should consider a Roth 401k and talking with your professional to see if you’re in a decent income tax bracket. – Troy Garcia – CFP®, Financial Advisor at Allen & Company

YLakelands mission is to recruit and retain talent in the Lakeland area, an initiative that was started about 10 years ago with the Lakeland Economic Development Council. – Christina GrahamExecutive Director at YLakeland

Connect with:

Anastasia Jones-Downing – Univ. Development Director at YLakeland
LinkedIn – Anastasia Jones-Downing

Ashley Foss – Marketing Director at YLakeland
LinkedIn – Ashley Foss

Christina Graham – Executive Director at YLakeland
LinkedIn – Christina Graham

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia

 

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...