Financial transitioning is a challenge whether you're entering the workforce for the first time or planning your retirement. On this edition of Up to Date, Steve Kraske talks with Certified Financial Planners about planning, budgeting, saving and spending at the beginning and end of your working life.
Guests:
- David Jackson is a certified financial planner practitioner and financial advisor for Waddell & Reed Financial Advisors.
- Alex Petrovic is founder of Petrovic Financial Services. He’s a certified financial planner and registered principal with Raymond James Financial Services.
