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Ep.6- Investing 101 with Pat & James Gilbert
Manage episode 358095631 series 3457924
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Does understanding retirement make your head spin just from saying “Roth IRA?” Retirement and investments can sometimes be about as clear as mud. That is where we come in!
In this episode of the Wealthy HOMES podcast, Pat and James join us to talk about investments and retirement. We break down the differences of IRA’s, having a workplace retirement plan, and the different investments you will likely see inside of them.
You can mainly find James at Marshall Community Credit Union, and Pat not only at MCCU, but also in our offices in Battle Creek and Portage. With over 50 years of experience on this podcast, you are in for an awesome episode!Have questions about what we covered in this episode? Reach out to MCCU and ask for James or Pat, or call our main office at 269-978-6000.
Check out MCCU's website below!
https://www.marshallcommunitycu.com/services/financial-planning.html
Investment and Advisory Services offered through Harbour Investments, Inc. Member SIPC.
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