People in their Twenties and Thirties (PiTTs)

For recent graduates and younger professionals, investing and saving for retirement can sometimes feel like the pits. That’s why Chris (Executive Vice President, and Managing Partner at CedarDoor Wealth Management) and Kyle Crain (Marketing Associate at CedarDoor Wealth Management) created the ‘Big Picture’ initiative for People in their Twenties and Thirties (PiTTs). It’s a multi-generational process to help you properly replace your income when it’s time to retire down the line.

Starting isn’t as daunting or as scary as you might think; explore our videos below and then shoot an e-mail to kyle.crain@wfafinet (a PiTT himself) to put your big picture into focus!

Video 1: 6 Steps for the Big Picture

Description: Chris Crain breaks down our process for saving and replacing income in retirement into 6 easy steps.

Video 2: What Are Stocks?
Description: Chris Crain explains, in simple terms, what stocks are and why to invest in them for the long term.

Video 3: What Are Bonds?
Description: Chris Crain explains, in simple terms, what bonds are and why people build these up as they approach their retirement goal.

Video 4: What Is Money Market?
Description: Chris Crain explains, in simple terms, what money market funds are and how these are typically the most conservative investments for retirement plans.

Video 5: What are Mutual Funds?
Description: Chris Crain explains, in simple terms, what Mutual Funds are and how they function as an investment option.

The earlier you start, the better off you’ll be. So, start today! Call 262.618.4949 or send us a message.