Episode 1

How to Connect Your Savings With Your Life Goals –Now and in the Future

Overview

Balancing your desire to live fully today with the need to plan for tomorrow can feel overwhelming —but it doesn’t have to be. In this episode, host Jessica Sclafani sits down with CERTIFIED FINANCIAL PLANNER® professional, Stuart Ritter, and Retirement Strategist Rachel Weker to explore how to confidently save for short- to long-term financial goals. Whether you're setting aside money for a vacation, building an emergency fund, or planning for retirement, this conversation offers a practical and inspiring roadmap.

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Podcast Host

Jessica Sclafani, CAIA® Jessica Sclafani, CAIA® Global Retirement Strategist

Speakers

Stuart Ritter, CFP® Stuart Ritter, CFP® Insights Director
Rachel Weker Rachel Weker Head of Retirement Plan Services Marketing and Client Experience
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How to Connect Your Savings With Your Life Goals –Now and in the Future

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