Posts Tagged ‘401(k)’
A 401(k) is a highly valuable, widely used investment asset for many people. But what should you know when you set one up or contribute to one? In this episode, we’ll talk through some of the things you’ll want to consider when using this powerful investment tool.Read More
Mailbag: Where Should I Invest after Maxing Out 401(k)?
When saving for retirement, a lot of people look to their 401(k). But what happens after you’ve maxed out your contribution based on the yearly limit? Eric explains what options you have to invest toward your retirement beyond a 401(k). This will include money in the different buckets as well as other products to consider.Read More
Rescuing Old Accounts
Do you have an old account laying around collecting dust, so to speak? Instead of forgetting about these, it’s important to find them, assess them, and get them up-to-date. It may even be an easier process than you think.Read More
If you have a 401(k), what are some of the downsides? Eric talks through what a 401(k) is best for and when it is better to invest elsewhere.Read More
Mailbag: Should I Combine My Old 401(k) Accounts?
What should you do about 401(k) accounts from old jobs? How can you find out what your Social Security benefits would be? Eric answers these questions on today’s show.Read More
Should You Do a 401(k) Rollover?
When and how is the best way to do a 401(k) rollover? Eric discusses the benefits and details of doing a rollover.Read More
How Do You Know How Much You Need?
How can you know just what you need? Eric talks through four different financial scenarios to help you get a better idea of what you need to consider and feel confident in your decisions.Read More
Common 401(k) FAQs
As you’re accumulating, depending on what stage your life’s in, your contribution should be a different risk tolerance than your balance.Read More
Easy Financial Improvements To Make
What’s a simple way to make your financial planning better? Today we are going to discuss some easy steps you can take to improve your financial plan.Read More
401(k) Mistakes You Don’t Want To Make
Many of us have a 401(k), but what mistakes can get overlooked? Eric shares a few key points to keep in mind when it comes to your 401(k).Read More
SECURE Act 2.0 – What to Know
Do you know about the changes proposed in the SECURE Act 2.0? Eric shares a few of the highlights as well as his thoughts on the changes.Read More
Avoiding the Tax Time Bomb
Are you nervous about all the taxes you might have to pay in retirement? We talk through strategies you can implement now to reduce your taxes down the road.Read More
What To Do With Unexpected Extra Cash & Other Mailbag Questions
While many are hitting hard times financially, maybe you are among the few who are doing well and trying to make the most of it like Grace in Ames. Eric gives some advice on what to do with extra cash as well as answering two other questions from the mailbag.Read More
Life Happens: How Will Your Financial Plan Be Impacted?
We all know at one point or another something is bound to happen that can throw off your financial plan. How will you address these possible scenarios when it comes to your financial plan?Read More
5 Frequently Asked 401k Questions
Do you have a question about your 401(k)? There’s a good chance you’ve wondered about at least one of these five frequently asked questions when it comes to your 401(k).Read More
Answering The 401(k) FAQs
Most likely, at some point or another, you’ve had the option of contributing to a 401(k). But do you know how to really leverage it? This episode will tackle some of the frequently asked questions when it comes to your 401(k).Read More
What’s In Your Financial Junk Drawer?
We all have that drawer in the house with random odds and ends–some of it valuable and some of it you have no idea what to do with. What about in your financial files or folders? Do you know what’s what and what needs to go?Read More
Delayed Gratification In Retirement Planning
Sometimes, it’s hard to make financial sacrifices when the reward seems so far away. However, delayed gratification can be extremely beneficial when it comes to your finances. Eric talks about four situations when people may be tempted to choose instant gratification over a better long-term pay out.Read More
Episode #26: Taking Care Of Family
Part of retirement planning includes taking care of family. After all, you’ll want to make sure your loved ones have what they need after you’re gone.Read More
Episode #8: Being Between Jobs
Finding yourself between jobs can be frustrating, but it presents opportunities. Consider the challenges and opportunities that accompany an employment gap.Read More