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Appearances (1)
2026-02-18
Phoenix Financial Planner Zach Holly on Wealth and Retirement StrategiesIn the Phoenix Business Brief podcast episode, certified financial planner Zach Holly of Osaic Wealth discusses wealth and retirement strategies. With over 13 years of experience, Holly emphasizes the importance of early investment, avoiding market timing, and diversifying tax strategies for retirement savings. He also highlights the benefits of working with a fiduciary financial planner and the growing trend of independent financial services.
Notable quotes
“The best thing to do would just be patient if you have quality investments and somebody watching over your investments for you.”
“A comfortable retirement is different to everybody, a lot of times it means matching your income.”
“Staying on the sideline is letting political pressure and other economic pressures keep you on the sideline and waiting.”
“It's all about that compound interest, where if you're 25 years old and you want to be a millionaire by age 65, you have to save somewhere in the ballpark of $400 a month.”
“It's absolutely never too late. You are not alone where people will be working longer, we're all gonna be living longer.”
“Just that we're here to help, you know, certified financial planners... are obligated to do what is in the best interest of our clients.”