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Covestor Radio, EPN News, Investing, Retirement

Covestor Radio – Episode 18: Retirement Planning, The Time is Now

Posted: September 8, 2014 at 5:04 pm   /   by   /   comments (0)


Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about ways to save for retirement.

Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.


Listen to host Eric Dye & guest Kimberly Clouse discuss the following:

Today we’re talking about ways to save for retirement. For most of us that phrase leads us to thinking about “shoulds” and we shut down.  My goal today is to give our listeners some actionable steps they can take to secure their own financial futures to help get unfrozen. And the stakes are high.  We are generally living longer; the “average” American male has a life expectancy of 76.3 while the “average” American woman has a life expectancy of 81.  According a recent report, 36% of Americans have not saved anything for retirement.  That’s over 1/3rd!

  • 36% is high!  That figure must include people of all ages.
  • So what are the most popular ways to save for retirement?
  • What about IRAs?
  • Traditional, Rollover; what is the 3rd type of IRA?

About Kimberly Clouse

Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.

Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.

She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.



Note: All opinions included in this radio episode are as of [September 9, 2014] and are subject to change. The opinions and views expressed herein are of Kimberly Clouse. All investments involve risk, the amount of which may vary significantly.

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