401(K) Coffee Break Podcast

When you contribute to your 401k, where do the funds go? We dive into the mechanics of how your funds are managed.

Do you know all the folks involved in serving your retirement plan? Do you know what you’re paying them? Do you know why? Are they doing a good job? We help you evaluate see how we evaluate each provider in your plan and how we make changes when they are needed.

When we use the term “security”, we use it loosely. Find out about the looming problem in Social Security, and more importantly, what to do about it.

For all you who have been told that you “make too much” to fund your Roth, that might only be part of the story. Listen in…

Does the stock market have you concerned? What should you do about it? This episode gives practical guidance for how to invest in uncertain times in the stock market.

Are you wondering if you should enroll in your company’s retirement plan? If so, this episode is for you!

A high-performance athlete on discipline, execution, and how they relate to money

A high-performance athlete on discipline, execution, and how they relate to money