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The Tony Steuer Podcast with Sarah Holden: Getting Started with Retirement Planning

Jan 17, 2024

“My #1 tip for retirement planning is to really do it little by little, otherwise there's a tendency to feel overwhelmed of there's so many decisions to make and how do I handle this, but just start little by little.” - Sarah Holden

In this episode, I spoke with Sarah Holden, the Senior Director of Retirement & Investor Research at the Investment Company Institute (ICI)  about getting started with retirement planning.

We also discussed the benefits of increased disclosure in financial services and specific challenges for women with retirement planning.

🎥 Watch this episode below: 

 

🎧 Listen to the podcast below or on your favorite podcast app.

 

 

 

 

 

Connect with Sarah Holden:

Investment Company Institute Website: (here)

LinkedIn (Sarah Holden): (here)

Facebook (Investment Company Institute): (here)

Twitter (Investment Company Institute: (here)

Bio:

Sarah Holden is Senior Director of Retirement & Investor Research at the Investment Company Institute (ICI), the leading association representing regulated funds globally, including US mutual funds and exchange-traded funds (ETFs). Sarah has a PhD in economics and has studied retirement trends and policy, as well as the behavior of investors, for decades. She uses humor and plain English to make retirement and investment concepts clear.

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