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Your Guide to Planning for the Future

June 10, 2024

Planning for your future is crucial, so we curated our top Trends with Benefits episodes to help you, whether it’s planning for retirement, your estate, or caregiving.
Trends with Benefits #98: Financial Literacy with Lisa Crafford

1. Get Ready for Retirement with Mariann Montagne

What are some of the biggest mistakes people make when preparing for retirement? Should you max out your 401(k)? Mariann Montagne answers these questions and shares her top tips for retirement.

Trends with Benefits #117: Estate Planning with Anne Rhodes

2. Estate Planning with Anne Rhodes

Anne Rhodes speaks about how to prepare for estate planning. She shares the biggest misconceptions when it comes to estate planning, the differences between trusts and wills, and the impact of the great wealth transfer.

Trends with Benefits #57: Flipping the Financial Literacy Script with Janet Alvarez

3. Caregiving Planning for the Sandwich Generation with Sarah Ricca

Sarah Ricca discusses the financial challenges and demands facing the “sandwich generation,” a term used to describe those managing raising kids, planning for retirement, and caring for elderly parents. Learn key things to consider and tips you can apply to your own situation.

Trends with Benefits #57: Flipping the Financial Literacy Script with Janet Alvarez

4. Wealth Planning for the Largest Generation, Millennials, with Stacey McKinnon

Millennial investors have recently taken over as the largest generation in the U.S. Stacey McKinnon explains the behavior patterns of millennials when it comes to investing. Additionally, Stacey outlines her three key ideas for career success.

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IMPORTANT DISCLOSURES

Please note that VanEck may offer investments products that invest in the asset class(es) discussed in these videos.

This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned is unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.

© Van Eck Associates Corporation.

IMPORTANT DISCLOSURES

Please note that VanEck may offer investments products that invest in the asset class(es) discussed in these videos.

This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned is unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees.

All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future results.

© Van Eck Associates Corporation.