5 Financial Planning Topics for Recent Graduates

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Our message today is for the students in your life. Learning is a lifelong pursuit, and transitions like graduation can mark milestones in your student’s education journey. We know that many in our audience value the importance of establishing a solid financial foundation and starting early can be a big part of that.

 Here are five financial planning topics perfect for sharing with those just starting out in their careers.

1.        Create a Budget

2.        Manage Student Loans

3.        Build an Emergency Fund

4.        Start Saving, Consider Investing

5.        Maintain Good Credit

Focusing on these simple financial habits can help establish a solid financial foundation. Jason Ranallo, director of portfolio management at Vector, discusses these topics and why they are important. We invite you to share this content and start a conversation.


Listen to this episode

Time & Chapters:

00:00 … Intro

0:31 … Create a Budget

1:12 … Student Loans

1:37 … Emergency Fund

1:58 … Start Saving

2:20 … Good Credit

3:24 … Regulatory


These discussions aim to spark dialogue about enhancing retirement readiness and making more informed financial decisions. At Vector, we delve into the nuances of scenario planning, offer insights and guidance tailored to each client's unique circumstances. If you or someone you know is pondering their financial future or seeking clarity on their retirement plan, we're here to help.

Contact Us or Schedule an Intro Call


This discussion is with Vector’s Jason Ranallo.

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