Accountable

Making Retirement Saving a Habit, with Financial Planner Taylor Watts

February 01, 2021 Season 1 Episode 9
Accountable
Making Retirement Saving a Habit, with Financial Planner Taylor Watts
Show Notes

Many employees still aren't saving for retirement every paycheck. Dave talks with Taylor Watts, a financial advisor and investment analyst at Carroll Financial, about giving employees the best chance to positively shape their financial future–educating employees on benefits, retirement plan options that can be offered, forming saving habits, and more.

You can reach Taylor at:
(704) 409-2596
twatts@carrollfinancial.com

Here's an article on retirement plan options

Visit us at https://www.davidpetersfinancial.com/



Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220