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Hear from Kevin Driscoll, Vice President of Advisory Services for Navy Federal Investment Services and a certified financial planner of over 20 years, as he talks through what you need to know. Expect conversation around retirement planning, IRAs, the effect of COVID-19 on retirement accounts, tips to help you choose between blended retirement system vs. traditional 401(k) or IRA and more.*

Listen to the rest of the conversation in part 2 of this episode.

Release Date: April 2, 2021

MakingCents of Your Finances With the Navy Federal Podcast

We’re making your financial health our mission every week with our personal finance podcast, MakingCents. Join us as we explore ways to help you stay in control of your wallet and make sense of your money.

Listen to all episodes

Disclosures

*Navy Federal Financial Group, LLC (NFFG) is a licensed insurance agency. Non-deposit investments, brokerage and advisory products are only sold through Navy Federal Investment Services, LLC (NFIS), a member of FINRA/SIPC and an SEC-registered investment advisory firm. NFIS is a wholly owned subsidiary of NFFG. Insurance products are offered through NFFG and NFIS. These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of Navy Federal Credit Union (NFCU), are not offered, recommended, sanctioned or encouraged by the federal government, and may involve investment risk, including possible loss of principal. Deposit products and related services are provided by NFCU. Financial advisors are employees of NFFG, and they are employees and registered representatives of NFIS. NFIS and NFFG are affiliated companies under the common control of NFCU. Call 1-877-221-8108 for further information.

This content is intended to provide general information and shouldn't be considered legal, tax or financial advice. It's always a good idea to consult a tax or financial advisor for specific information on how certain laws apply to your situation and about your individual financial situation.