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Mills Knows Bills - E10: Don’t Be Afraid of Saving for Retirement Featuring John Bottega

E10: Don’t Be Afraid of Saving for Retirement Featuring John Bottega

10/11/21 • 30 min

Mills Knows Bills

Summarized Description:

In this episode, I'm excited to welcome John Bottega to the podcast! John is an LPL financial advisor at Thorough Financial Group in Raleigh-Durham, North Carolina with a passion for helping individuals plan for and execute retirement and savings and strategies that work for their individual needs, lifestyles, and dreams.

Topics Include:

  • Learning How to Prepare for Retirement
  • The importance of a Quality Financial Education
  • How Investing Gives You Financial Freedom
  • How Savings Alone Fails to Account For Inflation
  • The Importance of Eliminating Debt When Saving for Retirement
  • Understanding How Retirement Funds Differ From Emergency Funds
  • Maximizing Your Return on Investments
  • Exploring a Traditional IRA Versus a Roth IRA
  • The Importance of Diversifying Your Savings Options
  • Advice for Self Employed Workers Saving For Retirement
  • What Exactly Is a Good Retirement Goal?
  • The Pros and Cons of Various Retirement Plans
  • Is It Worth Having Money in Regular Savings Accounts?
  • Navigating Shared Bank Accounts Versus Individual Accounts

John’s Contact Information:

Website: https://www.thoroughfinancialgroup.com/team/john-bottega

Linkedin: https://www.linkedin.com/in/john-bottega/

___________________________________________________

Official Mills Knows Bills Website: https://www.millsknowsbills.com

Instagram: https://www.instagram.com/millsknowsbills

Youtube: http://youtube.com/millsknowsbills

TikTok: https://www.tiktok.com/@millsknowsbills?lang=en

LinkedIn: http://www.linkedin.com/in/ameliabender

Facebook: https://www.facebook.com/millsknowsbills

Twitter: https://twitter.com/bendermills

Pinterest: https://www.pinterest.com/millsknowsbills/_created/

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Summarized Description:

In this episode, I'm excited to welcome John Bottega to the podcast! John is an LPL financial advisor at Thorough Financial Group in Raleigh-Durham, North Carolina with a passion for helping individuals plan for and execute retirement and savings and strategies that work for their individual needs, lifestyles, and dreams.

Topics Include:

  • Learning How to Prepare for Retirement
  • The importance of a Quality Financial Education
  • How Investing Gives You Financial Freedom
  • How Savings Alone Fails to Account For Inflation
  • The Importance of Eliminating Debt When Saving for Retirement
  • Understanding How Retirement Funds Differ From Emergency Funds
  • Maximizing Your Return on Investments
  • Exploring a Traditional IRA Versus a Roth IRA
  • The Importance of Diversifying Your Savings Options
  • Advice for Self Employed Workers Saving For Retirement
  • What Exactly Is a Good Retirement Goal?
  • The Pros and Cons of Various Retirement Plans
  • Is It Worth Having Money in Regular Savings Accounts?
  • Navigating Shared Bank Accounts Versus Individual Accounts

John’s Contact Information:

Website: https://www.thoroughfinancialgroup.com/team/john-bottega

Linkedin: https://www.linkedin.com/in/john-bottega/

___________________________________________________

Official Mills Knows Bills Website: https://www.millsknowsbills.com

Instagram: https://www.instagram.com/millsknowsbills

Youtube: http://youtube.com/millsknowsbills

TikTok: https://www.tiktok.com/@millsknowsbills?lang=en

LinkedIn: http://www.linkedin.com/in/ameliabender

Facebook: https://www.facebook.com/millsknowsbills

Twitter: https://twitter.com/bendermills

Pinterest: https://www.pinterest.com/millsknowsbills/_created/

Previous Episode

undefined - E9: Get Out of Your Own Way and Build Your Business Featuring Matt Ward

E9: Get Out of Your Own Way and Build Your Business Featuring Matt Ward

In this episode, I’m excited to feature an inspiring talk from Matt Ward. Matt is a serial entrepreneur, author, speaker, and master networker. After selling his web agency for over seven figures in 2018, Matt became a full-time speaker and word of mouth referral consultant who is helping thousands of small business owners and entrepreneurs transform the way they view networking and business relationships.

Topics Include:

  • Identifying Your Sphere of Influence
  • The Power of Networking
  • Building Long Lasting Business Relationships
  • How Caring for Clients Attracts Business
  • Implementing Small Changes to Achieve Big Goals
  • Doing Business With People That Bring You Joy
  • Creating Predictable Revenue Streams
  • Looking For Referrals in All the Wrong Places
  • Turning Dull Networking Experiences Into Fun Excursions
  • How the Pandemic Is Transforming Networking
  • Tips for Building Meaningful Client Relationships

Matt’s Contact Information:

Website: https://breakthrough-champion.com/

Linkedin: https://www.linkedin.com/in/mattwardspeaks

Book: https://www.amazon.com/MORE-Referrals-Lifelong-Customers-Raving-ebook/dp/B07H1QXGJV

_________________________________________________

Official Mills Knows Bills Website: https://www.millsknowsbills.com

Instagram: https://www.instagram.com/millsknowsbills

Youtube: http://youtube.com/millsknowsbills

TikTok: https://www.tiktok.com/@millsknowsbills?lang=en

LinkedIn: http://www.linkedin.com/in/ameliabender

Facebook: https://www.facebook.com/millsknowsbills

Twitter: https://twitter.com/bendermills

Pinterest: https://www.pinterest.com/millsknowsbills/_created/

Next Episode

undefined - E11: The Perfect Investment Featuring Cory Hazelip

E11: The Perfect Investment Featuring Cory Hazelip

In this episode, I’m so excited to share with you a recent talk by my friend Corey Hazelip. Cory is a financial advisor with Edward Jones Investments with an incredible talent for helping individuals meet their financial goals while mitigating risks. On this podcast, he shares his thoughts on the introduction to investing while answering some questions I had for him about investment strategies and potential risk.

Topics Include:

  • The Importance of Healthy Investments
  • Key Reasons Why People Don’t Want to Invest
  • The Key Investments Needed to See Your Money Grow
  • The Difference Between Small-Cap and Mid-Cap Stocks
  • Defining Market Capitalization
  • Understanding the Basics of Mutual Funds
  • What Differentiates ETFS from Mutual Funds
  • How Money Markets Differ from Other Investments
  • How Annuities, CDS, And Life Insurance Work to Protect Investments
  • The Key Difference Between Interest and Dividends
  • How Bond Funds Help to Ensure Safety
  • How Financial Planners Help Clients Plan for the Unforeseen
  • Defining the Four “Buckets” of Your Financial Journey
  • The Basics of Getting Started in Investing
  • What Risk Tolerance Means and How it’s Different for Everyone
  • How Diversifications of Investments Mitigates Risk

Cory’s Contact Information:

Website: https://www.edwardjones.com/us-en/financial-advisor/cory-hazelip

Linkedin: https://www.linkedin.com/in/cory-hazelip-023753a9

Facebook: https://www.facebook.com/EJAdvisorCoryHazelip/

_____________________________________________________________

Official Mills Knows Bills Website: https://www.millsknowsbills.com

Instagram: https://www.instagram.com/millsknowsbills

Youtube: http://youtube.com/millsknowsbills

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