Stephanie Marini, CFP®, CRPC®

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172 appearances 1 recordings 1 series first heard Apr 2026 last heard 4 Apr

Stephanie Marini, CFP®, CRPC®’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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I think getting invested is probably the start of every conversation.

It can be very easy to say, I don't have enough money or I don't know where it's gonna come from, but getting invested

having access to that compounding is the greatest aspect to consider.

In terms of order funding, we've talked about a lot of different things, a lot of different accounts.

I would say my preference of order funding is invest in an employer qualified plan to get a match, to get that free money.

Consider the differences then between a Roth and traditional IRA.

Again, if you're eligible for a Roth and then the brokerage account,

for anything left over.

And again, consider that as you enter into retirement, you as an individual have much more control over the withdrawals and funding.

You're no longer getting that paycheck.

So you get to control those levers of where you're pulling money from and really control that tax bill at the end of the year.

So having access to all of these different buckets will give you the most options in retirement.

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