3.1 Investing Basics

When it comes to building wealth for the future, saving is just the beginning—investing is what helps your money grow over time.

In this video, we cover:

  • Why investing—not just saving—is key to reaching your retirement goals
  • How time can boost your long-term returns through compounding growth
  • The importance of contributing regularly
  • Why staying consistent and avoiding emotional decisions matters
  • How keeping a long-term perspective can lead to better outcomes

Book a call with our team for a personalized walkthrough, customized materials, and helpful recommendations on how to bring this solution to your clients and members.

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3.6 Keeping the Long View

Let’s end this module by looking at investment returns. Your investment return is how much your investments grow over time. For example, a 5% return

3.5 Staying the Course

Markets go up and down. In the long run, they’ve delivered solid growth—but in the short term, they can be unpredictable. When markets are volatile—like

3.4 Building a Smart Investment Strategy

Building the habit of consistent saving—and making sure those savings are invested automatically—is powerful. Contributing monthly or every payday not only helps you save more,

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