Podcasts and Videos

Tim discusses the differences between Pre-tax 401(k) contributions and Roth contributions.

Do you know when you’ll be able to retire? If not, would you like to know? This episode gives practical tips for getting a high level view on your retirement readiness.

The basics of the country’s oldest (and perhaps most worried about) social program.

For all our focus on retirement savings for later, we’re big fans of one very comforting asset class: cash. This episode answers the question, “how much should I have” in readily available cash, so I can more confidently invest in the 401k and elsewhere.

Uncovering some of the most common misconceptions about retirement plans.

Choosing to contribute to a Traditional or Roth 401(k) depends on your personal situation, and in this episode we will talk through a few details to consider when making your decision.

Covering the basics of 401(k) plans.

Brandon Converse joins us to go over a few things plan trustees want to be aware of to better serve your participants, and to help keep fiduciary problems at a respectable distance. Scan below to listen now!