In this episode of Retirement Decoded by Money Pickle, Steve sits down with Sam Schuette, Vice President and Wealth Advisor at GreenUp Wealth Management, to discuss the next steps for savvy savers who have maxed out their 401(k) and are looking for new investment strategies. They explore how to balance saving with enjoying life, delve into the world of bonds and private credit, and uncover common pitfalls in managing long-term investments. Sam shares his insights on fiduciary responsibilities, asset management, and the importance of a well-rounded financial strategy. Tune in for practical advice on maximizing your investments and ensuring financial stability for the future.

Don't forget to visit MoneyPickle.com to schedule an appointment with a financial advisor and get personalized advice tailored to your retirement goals. Enjoy the show and remember to subscribe for more insightful episodes!

The views expressed here are those of the individual Money Pickle™ is an SEC-registered Internet-Only RIA and referral service for third-party investment advisors ("professionals") operated by The Pickle Pros LLC (“Money Pickle”). "Money Pickle"  personnel quoted and are not the views of Money Pickle or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Money Pickle  has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. 

GreenUp Wealth Management is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training.  Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.  Past performance is not indicative of future performance.