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ABC Retirement Plans Internships

Hosted by: Laura Hawley Special guest: Christina Graham

August 10, 2016

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host:
Troy Garcia – CFP®, Financial Advisor at Allen & Company

Guest:
Christina Graham – Executive Director at YLakeland
Anastasia Jones-Downing – Univ. Development Director at YLakeland
Ashley Foss – Marketing Director at YLakeland

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.

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)

Links From the Show:

Connect with:

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

Ashley Foss – Marketing Director at YLakeland
LinkedIn – Ashley Foss

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

 

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