PPP078: Retirement Planning with Christine Russell

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If you want world-class advice on investing, there is no better place to go than an investment professional, and that’s who we have on the show today. Please join me in welcoming guest Christine Russell, Senior Manager of Retirement and Annuities at TD Ameritrade. After running her own business, she joined up at TD Ameritrade and joins us today to chat about retirement planning and making sure you are on the right track.

What We’re Chatting About This Week

We start this week’s chat with a quick, important announcement from me – the Personal Profitability Pro Mastermind! I’m launching a program where you can work with me one-on-one and in a group setting, called the Personal Profitability Pro Mastermind. I created this mastermind for you based on the success I had with a mastermind I’m in with other dad entrepreneurs. My old mastermind included past guest Philip “PT” Taylor. (check out my interview with him here).

The mastermind group I initially joined a few years ago has propelled my future in ways I couldn’t even predict – including leaving my job to become a full-time entrepreneur. That mastermind was an accountability tool that kept me moving forward – and now I want to help you do the same.

Note: there are only seven spots available in this mastermind, and applications for the mastermind open on Black Friday. Enrollment will be rolling, which means when I get seven good group members, enrollment closes!

Kicking off our chat with Christine, we’re talking all about retirement. Have you ever looked at your retirement accounts and wondered if you were doing it right? Maybe you’re not sure you’re even saving enough!

Luckily, I have Christine Russell with TD Ameritrade on the show today, and we get into the nitty-gritty of all things retirement accounts. We really cover a lot, so stick around and check out the interview to get your questions answered.

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This Week’s Guest

As a Senior Manager of Retirement and Annuities, Christine Russell is responsible for the development and management of retirement products, tools and services at TD Ameritrade with a particular focus on retirement income planning.

Before joining TD Ameritrade, Russell founded and managed a retirement consulting firm, Christine Russell Retirement Consulting, where she developed marketing and business-building programs for IRA and 401(k) plan products. Russell has over two decades of experience in the financial services industry, including running a full-service 401(k) business at Wilmington Trust, to overseeing a Large Market 401(k) team at Vanguard, to launching the New Beginnings Retirement Income initiative at Bank of New York Mellon/Dreyfus Investments.

Russell earned her B.A. in Policy and Management at Dickinson College. She holds several retirement designations, including the QPA and QKA through the American Society of Pension Professionals and Actuaries, the AIF through the Center for Fiduciary Studies, and the RMA through the Retirement Income Industry Association. She is Series 7 licensed.