Join Deanne Rosso, President & CEO of Elevate Wealth Advisory, in this insightful episode where she delves into the key strategies for wealth building with colleague Clarke Holt, a seasoned wealth advisor.

They discuss the importance of starting early in saving and investing, emphasizing the exponential benefits of time in the market. Clarke stresses the significance of automating savings, ensuring consistency and discipline in financial planning.

Their practical advice resonates with viewers of all ages, underlining the necessity of proactive financial management. Discover actionable steps to secure your financial future and leverage expert guidance from Elevate Wealth Advisory.

If you need help with financial questions, we’re here for you! Schedule a free consultation. Just visit our Website below, and click the Let’s Talk button!

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FULL TRANSCRIPT:
Hey, Everybody I'm Deanne Rosso, and I'm your host this week for Elevate Wealth. So this month we've been talking with our clients a lot about the phases of retirement, and that early phase of retirement is what we call Wealth-Building. So, today I have my colleague, Clarke Holt, with me. Clarke is an adviser at Elevate Wealth Advisory, and Clarke, I wanted to ask you: what are two things that you can do that you think will have the biggest impact lifetime during your Wealth-Building years? Well, first, I think it's important to identify the group we're talking about in the wealth-building stage, it's very early on, from when you first start earning money until you retire. My first tip would be: start early. And the earlier you start, the more money you'll have in retirement, whether you're mowing lawns in high school, or babysitting, or you've got that first job out of college or trade school. Start saving from that very first paycheck. The earlier you start, the more wealth you'll build, and the more time you'll have in the market to create that larger nest egg. Absolutely. Next, I would say automate or systematize your savings. Set it up on automatic pilot. Sometimes we tell clients to pay yourself first, and really that means automate, systematize your savings before you do anything else. Before you buy a car, before you pay taxes, before you have leisure or fixed expenses and you don't have to be concerned about the ups and downs of the market or the economy or interest rates because it's automatically happening. Also, if you do this, you won't miss the money. It's out of sight, out of mind. It's built into your budget. Yeah, and so start early, and pay yourself first. Such good advice! Anything else you want to add? I'd say if you need help setting a budget that allows you to start early, start investing early and often, we can help. Visit elevate-wealth.com and click the "let's talk" button. That's right, it's not just the advice that counts but putting it into action, and I think that's where the pros at Elevate Wealth can help. I think that's where where we can help and what we're here to do. So thanks for joining me today, Clarke, and if you're approaching retirement, hit Subscribe and be sure to watch our next video. I think you'll find it really interesting for those moving into the next phase of retirement. Thanks again, Clarke, and we hope to see you next time.

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