The $350-a-Month Roth Contribution That Changed Everything #retirementplanning
ClearPath Retirement Planning
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The $350-a-Month Roth Contribution That Changed Everything #retirementplanning
40 просмотров · 2 недели назад
ClearPath Retirement Planning
66 подписчиков
40 просмотров · 2 недели назад
What can $350 a month in a Roth IRA actually do for retirement income in Greenville SC? This video breaks down the exact numbers behind one woman's retirement plan — starting at age 48, with no 401(k) and a waitress's income.
A recent survey found nearly two-thirds of Americans don't believe they'll ever retire. Stewart Smith and Mitch Davies walk through Maria's story: 35 years in food service, a chance meeting that introduced her to a Roth IRA, and how $350 a month for 15 years turned into a real, livable retirement income.
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Book a free 15-minute call with Stewart — no obligation, just a conversation.
📞 (864) 775-5033
👉 ClearPathRetirement.com/schedule
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WHAT YOU'LL LEARN
→ How a $350-a-month Roth IRA contribution grows over 15 years
→ Why retirement income matters more than total assets
→ How a Roth IRA can work for lower-income earners
→ What Social Security timing really means for your monthly check
→ How relocating in retirement can lower your cost of living
→ Why "how much you need" matters more than "how much you have"
WHO THIS IS FOR
→ Retirees and pre-retirees in Greenville, Columbia, and Upstate South Carolina
→ Anyone who feels like retirement is out of reach because they started saving late
→ Anyone wondering if their current advisor has a real income plan in place
TIMESTAMPS
00:00 - Why two-thirds of Americans don't think they'll retire
02:00 - It's not about assets, it's about income
05:00 - Maria's story: 35 years in food service, no 401(k)
07:00 - The Roth IRA that changed her trajectory
10:00 - Optimizing Social Security and relocating to cut costs
13:00 - The real lesson: it's not what you have, it's what you need
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SCHEDULE A CONSULTATION
Call: (864) 775-5033
Web: ClearPathRetirement.com
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LISTEN TO FULL EPISODES
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📺 YouTube: @ClearPathRetirementPlanning
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OFFICE
300 Executive Center Drive, Suite 104
Greenville, SC 29615
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Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Clearpath Retirement Planning, LLC and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Clearpath Retirement Planning, LLC are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.
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