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Money Talks: Save for the retirement you want - Now On Demand




DURATION:60 minutes

SUMMARY: Learn how to take charge of your finances with Money Talks, AARP’s three-part virtual event series.  In the first episode, Brittney Castro, founder and CEO of financial planning firm Financially Wise Inc., joins hosts Jean Chatzky, AARP Financial Ambassador and CEO of HerMoney, and George Mannes, AARP Personal Finance Editor live to discuss how to plan for a secure retirement. Topics may include:  

  • Why retirement planning is important (even when you don’t think you’ll retire!)
  • How to make your saving automatic
  • How to avoid running out of money in retirement 
  • How to invest if you’re not an investment expert


Watch a recording of the live conversation and Q&A where attendees asked their questions.

This is a FREE event, but registration is required. Consult your financial advisor for advice regarding your personal situation.

Speakers:

Jean Chatzky

AARP Financial Ambassador

Jean Chatzky is the CEO of HerMoney.com and host of the podcast HerMoney With Jean Chatzky. The financial editor of NBC Today for 25 years and AARP Financial Ambassador, she appears frequently on CNN, MSNBC and was a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal best-selling author. Her latest book is  Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve. An in-demand motivational speaker and fierce advocate for financial literacy, in 2015, she partnered with the PwC Charitable Foundation and Time for Kids to launch Your $, an in-school magazine that reaches 2 million school children each month.

Brittney Castro

Founder and CEO

Financially Wise Inc.

Brittney Castro, CFP®, AAMS®, CRPC® is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial education and media company whose mission is to teach individuals and couples the art of managing their finances in a thoughtful and proactive way. Brittney is a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, highly sought-after speaker, and consultant. The key to Financially Wise Inc.’s success can be attributed to Brittney’s simple yet highly effective method of approaching finance –in a fun, personalized, compassionate, relatable, and non-judgmental way. Since 2013, Financially Wise, Inc. has offered services ranging from fee-only financial and investment planning, online money courses, and financial wellness workshops to speaking engagements and brand partnerships. Brittney is a noted financial expert and a go-to resource for national media outlets and platforms including CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Refinery29, Create + Cultivate, Financial Planning, Investment News, Registered Rep magazine, and many more. Brittney was elected one of the 40 under 40 in 2020 by Investment News, as one of the 22 “Women To Watch” by InvestmentNews in 2018 and was ranked on INVESTOPEDIA’s Top Influential Financial Advisors list in 2017, 2018, 2019 and 2020. Additionally, Brittney serves as the in-house CFP® for Mint as well as the Head of Education for Altruist, both roles where she can continue her efforts of spreading financial literacy to the masses through media interviews, video content, and social media campaigns. She is a CFP® Pro spokeswoman as part of the CFP Board Center for Financial Planning’s campaign to educate minorities about financial planning careers. Away from the office, you can find Brittney meditating, traveling, exploring, and of course, dancing!

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