401k

Ep 71: Putting Those Old Accounts to Work

If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Today we’ll talk about some of the accounts that people tend to ignore…

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Ep 68: The Desire to Retire

Different people have different levels of desire when it comes to finding their retirement date. Today we’re exploring these different levels of desire. Which of these statements below sounds most like you and your retirement plan? Here’s some of what you’ll learn on this episode: I don’t see myself ever retiring. I love what I…

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Ep 48: How Delayed Gratification Can Help Your Finances

Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later.

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Ep 43: Rolling Over Your 401ks Into IRAs

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. But what are the main benefits of rolling an old 401k into an IRA? We’ll explain on today’s show.

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Ep 37: Mailbag – Social Security, 401k Investments and Long-Term Care

Today, we’re answering your mailbag questions. Up first, Beth wants to know if it was a mistake to take Social Security early. We’ll also answer your questions about 401k investments and long-term care.

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