401(k) Hacks for Optimal Retirement Savings

The Stacking Benjamins Show

Joe Saul-Sehy | Cumulus Podcast Network

Investing, Business, Self-improvement, Education

4.2 • 1.9K Ratings

🗓️ 28 July 2023

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

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Summary

How does using your retirement plan as a path to a cool million sound to you? Are the existing tools that are currently available to most of us enough to get us there, or do changes need to be made to update the rules around what investments are accessible to the masses? Joining us to tackle this important issue, we welcome Stephanie McCullough from the Take Back Retirement podcast. Also, we're happy to welcome back our friends who are ready to talk retirement at the drop of a hat, Paula Pant and Len Penzo. We also dive deeper into actionable best practices for Stackers who are just starting out by addressing the question of how to be aggressive without overdoing it on the risk. Plus, stick around for Doug's constructive trivia question! Will Len extend his stranglehold on the lead? Will Paula demonstrate that she deserves to remain squarely not-in-last-place? Will Stephanie do OG a solid and lift him out of the sole cellar-dweller spot? For full show notes go to https://www.stackingbenjamins.com/all-about-401ks-roundtable-1388 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey, this is Joe Sister Nikki.
0:03.0	I think I might be the only girl in the world who has a brother who spends his entire
0:08.1	day in the basement pretending he has an internet radio show.
0:18.1	Live from Joe's Mom's Basement, it's the Stacking Benjamin Show.
0:33.1	I'm Joe's Mom's Neighbor Doug and get ready to get schooled up on 401K's because today
0:39.6	we're helping you tweak your retirement funds for a better outcome.
0:44.1	And guess who's joining us for this shindig?
0:47.1	She's just been voted one of the top 10 financial advisors online.
0:51.1	It's the woman behind Sophia Financial, our friend Stephanie McCullough.
0:56.1	Plus, a master of money and the one woman who will actually put up with us every week,
1:02.1	a pant and rounding out our panel.
1:05.1	It's Albert Einstein.
1:07.1	Nah, he said something about meeting with a relative or a relativity maybe.
1:12.1	I don't know.
1:13.1	So we got his smarter older brother, Len Penzo instead.
1:16.1	But that's not all.
1:18.1	Halfway through the show, I'll share my assembly required trivia question.
1:23.1	And now, a guy who knows how to prepare for the future, it's Joe's All Sea High.
1:33.1	Well, hey, stackers and happy Friday to you.
1:36.1	I have spent so much time prepping for today because we're hopefully going to help you make your way $2 million
1:42.1	using your retirement plan.
1:44.1	And to get there, although Doug, you so eloquently said hello to all of our guests.
	...

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