Emotions & Investing
Financial Wellness
Recording
Retirement planning involves many complex decisions. This video will help you better understand emotions and behaviors with your retirement account. We discuss mental shortcuts savers use with their savings and investments. Plus, we give you simple suggestions for combating negative behavior to help you succeed.
Additional Resources

Live Q&A Recording: August 2025
- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?
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Budgeting
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