What Happens To Your Money
When you contribute to your 401k, where do the funds go? We dive into the mechanics of how your funds are managed.
Who, What, and Why
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.
Social Security Eviction Notice
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.
Backdoor Roth
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…
Investing During Scary Times
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.
Retirement Plan Truths
A few of the most important things you should know about your Retirement Plan – from rollovers to loans – these “hacks” can help you make more informed decisions about your unique situation.
Who Should (and Should Not) Participate in a 401(k)
Are you wondering if you should enroll in your company’s retirement plan? If so, this episode is for you!
High performance athletes and financial success II
A high-performance athlete on discipline, execution, and how they relate to money
High performance athletes and financial success
A high-performance athlete on discipline, execution, and how they relate to money
3 Things to Remember When Markets Go Crazy.
As I write this, the market recovers from the worst sell off of 2024. Don’t be one that make decisions to damage their long term plans.