Roth 401k, Financial Records to Keep, and Social Security
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 29 October 2007
⏱️ 47 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | It's Brian Preston, The Money Guy. |
| 0:03.0 | Restoring order to your financial chaos. |
| 0:06.0 | Retirement, investing, taxing. |
| 0:09.0 | You've got financial questions. |
| 0:10.0 | He's got financial answers. |
| 0:12.0 | It's Brian Preston, The Money Guy. |
| 0:15.0 | Welcome to the show. |
| 0:16.0 | This is your host, Brian Preston, for The Money Guy Show. |
| 0:19.0 | And we're going to restore order to your financial chaos. |
| 0:22.0 | If you want to come check out our show notes, |
| 0:24.0 | go to money-guy.com. |
| 0:25.0 | That's money-guy.com. |
| 0:27.0 | You can look up how to contact me. |
| 0:29.0 | You can also get our show notes as well as sign up for our email newsletter |
| 0:33.0 | that updates you on all show notes with the links to all the things I'm going to be talking about, |
| 0:37.0 | as well as you can sign up for our print newsletter, The Wealth Report, |
| 0:41.0 | which kind of keeps you on top of everything. |
| 0:43.0 | But we have a ton to cover today. |
| 0:46.0 | We're going to be talking about, because there's a lot of things going on in the world right now |
| 0:50.0 | that I just kind of want to give you my thoughts and give you an update on. |
| 0:53.0 | But the main meat of what we're going to be talking about today is |
| 0:56.0 | I've gotten some email questions asking if I could go back over Roth 401K. |
... |
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