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Retirement Planning Resources

Roth or Pretax: Which Is for Me?

Recording Resources

Additional Resources

Recording 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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Video intro image graphic about Behavior of Retirement Savers. Video presented by Greg Klein of Hays Financial Group

Financial Planning & Advice Recording

Behavior Of Retirement Savers

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Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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